Unclaimed
Kevin Fusco has been in the financial services industry since 2002. Kevin is a Registered Representative and Investment Advisor Representative currently associated with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2012. Kevin is licensed to sell securities in 34 states and has passed the Series 63, 65, 7 and 24 exams. Prior to joining Raymond James Financial Services Advisors, Inc., Kevin was associated with LPL FINANCIAL LLC from 2002 to 2012.
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
MD
01/23/2022 - Present
Raymond James Financial Services Advisors, Inc. (TOWSON MD)
SC
04/01/2002 - 11/27/2012
LPL FINANCIAL LLC (FORT MILL SC)
IA
Issued 03/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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