Unclaimed
Kevin Varrichio is a financial advisor who has been working in the industry since 2014. Kevin is currently registered with Rhodes Investment Advisors, Inc. in Texas. Kevin has previously worked at Fidelity Brokerage Services LLC, Raymond James & Associates, Inc. and Rhodes Securities, Inc. Kevin offers financial planning, selection of other advisors, and portfolio management for individuals and businesses. Kevin is a Series 7 and Series 66 licensed professional with a Series 99TO license.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/25/2016 - Present
Rhodes Investment Advisors, Inc. (FORT WORTH TX)
TX
03/24/2016 - 07/27/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
08/18/2014 - 11/25/2014
RAYMOND JAMES & ASSOCIATES, INC. (FORT WORTH TX)
TX
03/08/2013 - 05/23/2014
RHODES SECURITIES, INC. (FT WORTH TX)
BOTH
Issued 01/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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