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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 P. Boland is a registered investment advisor representative with Avantax Advisory Services. Kevin has been in the securities industry since October 2008. Kevin's practice is focused on providing financial planning and investment management services to individuals, families, and businesses. Kevin is registered to provide investment advisory services in Florida, Pennsylvania, Virginia, and West Virginia. Kevin holds the Series 6, Series 63, and SIE licenses. Kevin has extensive experience in the financial services industry and is committed to providing clients with personalized, professional, and ethical advice. Kevin's goal is to help clients achieve their financial goals and objectives through a comprehensive approach to financial planning. Kevin is a member of the Avantax Advisory Services team and is dedicated to providing clients with the highest level of service.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
10/30/2013 - Present
Avantax Advisory Services (PITTSBURGH PA)
BC
Issued 10/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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