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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Primich is a registered investment advisor representative at Fidelity Personal And Workplace Advisors. Kevin has been in the industry for over 3 years, and holds Series 66, 7TO and SIE licenses. Kevin is registered to offer investment advisory services in Delaware, Florida, New Jersey, New York, Pennsylvania, Texas, and is also registered to offer investment advisory services in New Jersey and Texas. Kevin has experience working with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Prior to joining Fidelity Personal And Workplace Advisors, Kevin worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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NJ
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (PRINCETON NJ)
NJ
01/27/2023 - 08/25/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 03/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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