Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Donahue is an Investment Advisor Representative registered with Independent Financial Partners in Tampa, Florida. Kevin has been in the financial services industry for over 10 years and holds Series 6, 7, 63 and 65 licenses. Kevin is a well-respected advisor with extensive experience in providing financial planning and portfolio management services to a diverse clientele. Kevin is committed to helping clients achieve their financial goals through personalized advice and a comprehensive understanding of their individual needs.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
01/04/2019 - Present
Independent Financial Partners (Tampa FL)
FL
05/24/2016 - 12/20/2018
LPL FINANCIAL LLC (TAMPA FL)
FL
11/21/2014 - 06/02/2016
TD AMERITRADE, INC. (SARASOTA FL)
UT
12/01/2010 - 11/04/2014
TRANSAMERICA INVESTORS SECURITIES CORPORATION (NORTH SALT LAKE UT)
IA
Issued 02/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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