Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Willett is a financial advisor with The Leaders Group, Inc. in Littleton, CO. Kevin has been in the financial services industry for over 20 years. Kevin is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Kevin holds the Series 6, 7, 63 and 65 licenses as well as the SIE. Kevin’s previous experience includes positions with LPL Financial LLC and Farmers Financial Solutions, LLC.
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
CO
05/20/2015 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CA
01/14/2013 - 05/01/2015
LPL FINANCIAL LLC (LONG BEACH CA)
CA
03/12/2001 - 12/31/2012
FARMERS FINANCIAL SOLUTIONS, LLC (GLENDORA CA)
IA
Issued 04/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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