Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gourrier is a financial advisor with over 25 years of experience in the financial industry. Kevin is registered with Raymond James & Associates, Inc. Kevin has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. Kevin holds a Series 63, Series 65, Series 7 and Series 31 licenses as well as the SIE. Kevin's experience with Morgan Stanley, Citigroup Global Markets Inc., and Prudential Securities Incorporated helped them become an expert in investment and financial planning. Kevin is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/10/2017 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
06/01/2009 - 06/08/2015
MORGAN STANLEY (MIAMI FL)
FL
09/30/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NY
01/09/1996 - 10/08/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/02/1994 - 01/11/1996
M. J. WHITMAN, INC. (NEW YORK NY)
IA
Issued 08/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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