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 Roy is a financial professional with over 15 years of experience in the financial services industry. Kevin is currently registered with Fidelity Brokerage Services LLC. Kevin holds Series 7 and Series 63 licenses and the SIE exam. Kevin has been registered with the following states: Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Massachusetts, Minnesota, Nevada, New York, Oregon, Texas, Utah and Washington. Kevin has worked for Fidelity Investments Institutional Services Company, Inc. in the past.
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.
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.
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2
CA
01/01/2008 - Present
Fidelity Brokerage Services LLC (SAN FRANCISCO CA)
CA
04/26/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SAN FRANCISCO CA)
BC
Issued 03/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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