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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Smith is a financial professional with over 20 years of experience in the financial services industry. Kevin is currently an Investment Advisor Representative with Virtue Capital Management, LLC. Kevin has held previous roles at various firms, including Securian Financial Services, Inc., Princor Financial Services Corporation, Sammons Securities Company, LLC, MetLife Securities Inc., and others. Kevin is registered with the state of Florida and Texas. Kevin has passed the Series 63, Series 65, SIE, Series 7, Series 22, and Series 6 exams. Kevin is a Chartered Financial Consultant. Kevin provides financial education workshops and assists families and students to make informed decisions regarding college costs and budgets. Kevin also helps people to shop the market on life settlement opportunities.
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.
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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FL
06/28/2016 - Present
Virtue Capital Management, LLC (ORLANDO FL)
FL
03/15/2013 - 01/19/2015
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
05/09/2011 - 03/05/2013
PRINCOR FINANCIAL SERVICES CORPORATION (ORLANDO FL)
FL
01/09/2008 - 05/09/2011
SAMMONS SECURITIES COMPANY, LLC (ORLANDO FL)
FL
07/03/2007 - 01/03/2008
METLIFE SECURITIES INC. (ORLANDO FL)
FL
03/18/2004 - 07/19/2007
SAMMONS SECURITIES COMPANY, LLC (ORLANDO FL)
MA
12/19/2001 - 03/22/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/19/2001 - 03/22/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
03/13/2001 - 01/16/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
04/19/1999 - 03/16/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
05/30/1995 - 04/27/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
01/14/1993 - 05/24/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NY
02/23/1984 - 12/22/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 08/09/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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