Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Powers is a registered investment advisor representative with Charter Advisory Corp. and has been in the industry since November 2002. Kevin has been with Charter Advisory Corp. since October 2009. Kevin holds Series 6, 7, and 63 securities licenses as well as the SIE exam. Kevin is registered in 14 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
10/01/2009 - Present
Charter Advisory Corp. (MARIEMONT OH)
OH
11/08/2002 - 09/08/2009
MUTUAL SERVICE CORPORATION (CINCINNATI OH)
BC
Issued 11/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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