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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 Patrick Demshak is a financial advisor who has been in the industry for over 30 years. Kevin is registered with Fidelity Personal AND Workplace Advisors and is licensed to provide financial advice in multiple states. Kevin has a wealth of experience in the financial services industry, having worked with firms like Charles Schwab and Citigroup Global Markets Inc. Kevin has held Series 7, 8, 9, 10, 24, 63, and 65 securities licenses. Kevin is also a registered Investment Advisor and offers financial planning services to individuals and businesses. Kevin is a highly qualified and experienced financial advisor who can provide personalized advice to help clients achieve their financial goals.
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.
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
RI
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
CT
08/25/2005 - 10/05/2006
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
TX
06/02/1993 - 08/09/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
07/07/1992 - 05/27/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 09/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/15/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/18/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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