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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. Peters is a financial advisor with XML Financial Group. Kevin has over 20 years of experience in the financial services industry and is registered with the state of Maryland. Kevin is also registered with the state of Texas and Virginia. Kevin focuses on financial planning, portfolio management, and pension consulting. Kevin also offers educational seminars to help individuals and families learn about financial planning. Kevin has a strong track record of success in helping clients reach their financial goals. He has helped clients of all ages and backgrounds, from individuals and families to businesses and institutions.
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.
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
MD
07/06/2020 - Present
XML Financial Group (BETHESDA MD)
MD
11/04/2004 - 10/13/2016
LPL FINANCIAL LLC (ROCKVILLE MD)
MN
05/20/2003 - 11/04/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NY
08/16/2001 - 04/11/2003
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
MA
06/27/2001 - 09/04/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 08/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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