Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Foley is a financial advisor with over 40 years of experience in the industry. Kevin is a registered representative with Raymond James Financial Services Advisors, Inc. and has held various roles with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Lincoln National Pension Insurance Company. Kevin has a broad range of licenses and has been registered in 35 states. Kevin's expertise includes providing financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
02/11/2013 - Present
Raymond James Financial Services Advisors, Inc. (WORTHINGTON OH)
IN
03/02/1983 - 01/29/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/02/1983 - 01/29/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
03/02/1983 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 10/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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