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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 Carson is a financial advisor with over 27 years of experience in the financial services industry. Kevin is a Registered Representative and Investment Advisor Representative with Mariner Wealth. Kevin is also a Certified Financial Planner and holds the Series 7, 9, 10, 63, and 65 securities licenses, as well as the SIE and Series 99TO. Kevin previously worked at Wells Fargo Clearing Services, LLC and Fidelity Brokerage Services LLC. Kevin is committed to providing clients with personalized financial planning and investment advice. Kevin’s areas of expertise include retirement planning, college savings, estate planning, and investment management.
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.
Family office services
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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2
NJ
05/27/2022 - Present
Mariner Wealth (Manasquan NJ)
NJ
06/05/2015 - 05/31/2022
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NJ
11/20/1995 - 06/15/2015
FIDELITY BROKERAGE SERVICES LLC (SHREWSBURY NJ)
NY
06/23/1994 - 10/18/1995
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 10/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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