Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Reese is a financial advisor with Navy Federal Investment Services, LLC. He has been in the securities industry since February 15, 1989. Kevin is registered with FINRA and the state securities regulators of 29 states. He holds the Series 7, Series 63, and Series 66 licenses. Kevin is also a Chartered Financial Consultant. His professional experience includes positions at CUNA Brokerage Services, Inc., Monument Distributors, Inc., Countrywide Investments, Inc., Investment Affiliate, Inc., Calvert Distributors, Inc., The Advisors Group, Inc., Thomas James Associates, Inc., and Sherwood Capital, Inc. Kevin is based in Rockville, MD and serves clients throughout the United 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
MD
01/04/2017 - Present
Navy Federal Investment Services, LLC (Rockville MD)
MD
03/02/2000 - 07/03/2006
CUNA BROKERAGE SERVICES, INC. (GERMANTOWN MD)
MD
03/18/1999 - 08/30/1999
MONUMENT DISTRIBUTORS, INC. (KENSINGTON MD)
OH
08/06/1998 - 03/05/1999
COUNTRYWIDE INVESTMENTS, INC. (CINCINNATI OH)
WV
04/10/1998 - 08/07/1998
INVESTMENT AFFILIATE, INC. (LEWISBURG WV)
MD
04/12/1995 - 03/03/1998
CALVERT DISTRIBUTORS, INC. (BETHESDA MD)
MD
01/23/1990 - 04/17/1995
THE ADVISORS GROUP, INC. (BETHESDA MD)
NA
10/21/1987 - 04/06/1989
THOMAS JAMES ASSOCIATES, INC.
NA
08/20/1987 - 09/28/1987
SHERWOOD CAPITAL, INC.
BOTH
Issued 04/22/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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