Unclaimed
Kevin Doyle is a registered representative and investment advisor representative with Raymond James & Associates, Inc., based in Timonium, MD. Kevin has over 30 years of experience in the financial services industry. Prior to joining Raymond James, Kevin worked at Morgan Stanley and Citigroup Global Markets. Kevin is also a FINRA arbitrator.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
06/07/2013 - Present
Raymond James & Associates, Inc. (TIMONIUM MD)
MD
06/01/2009 - 05/01/2013
MORGAN STANLEY (BALTIMORE MD)
MD
11/29/1988 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PIKESVILLE MD)
MD
09/20/1988 - 11/14/1988
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 02/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1994
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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