Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Minter is a financial advisor with over 27 years of experience in the financial services industry. Kevin is a Registered Representative with Fifth Third Securities, Inc., with registrations in 11 states. He has been with the firm since April 2016 and has held prior positions with PNC Investments and Charles Schwab & Co., Inc. Kevin is a Certified Financial Planner™ and holds several licenses and certifications including Series 3, 7, 8, 9, 10, 63, and 66. Kevin specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutional clients.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
IN
04/12/2016 - Present
Fifth Third Securities, Inc. (INDIANAPOLIS IN)
IN
12/09/2014 - 02/17/2016
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
09/13/1993 - 08/02/2013
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 9/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/4/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 4/16/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/1997
Series 3 - National Commodity Futures Examination
BC
Issued 8/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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