Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Iles is a financial advisor with over 5 years of experience. Kevin is currently registered with Hammond Iles Wealth Advisors and holds Series 7, 63, and 65 securities licenses. Kevin is also a registered investment advisor. Before joining Hammond Iles Wealth Advisors, Kevin worked at Ceros Financial Services, Inc., and Vanguard Marketing Corporation. Kevin has a strong background in portfolio management and has a passion for helping individuals and families achieve their financial goals. Kevin is dedicated to providing his clients with personalized financial advice and services.
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.
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.
% fee based on assets managed by a tpa
1
2
CT
12/10/2021 - Present
Hammond Iles Wealth Advisors (WETHERSFIELD CT)
CT
09/04/2018 - 04/04/2022
CEROS FINANCIAL SERVICES, INC. (Wethersfield CT)
PA
08/01/2017 - 08/27/2018
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 02/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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