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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 Schiller is an investment advisor representative registered with Fidelity Personal and Workplace Advisors. Kevin has been in the financial services industry since 1993 and has worked for various firms including Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC. Kevin holds multiple securities licenses and is a registered Investment Advisor in Massachusetts and Texas. In addition to his financial advisory duties, Kevin also serves as a board member of the Norwell VNA/Cancer Support Community.
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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2
MA
05/01/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
01/20/2005 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
03/15/1993 - 01/28/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 01/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/10/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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