Unclaimed
Kevin Paul Reynolds is a registered representative and investment advisor representative with GWN Securities Inc. located in Palm Beach Gardens, Florida. Kevin has been working in the financial services industry since 2001. Prior to joining GWN Securities, Kevin was with Transamerica Financial Advisors, Inc in Pembroke Pines, Florida and Wall Street Financial Group, Inc. in Victor, New York. Kevin is a Series 6, Series 63 and SIE licensed representative and holds the Florida 2-15 insurance license. Kevin provides financial planning, market timing services and portfolio management services to individuals. Kevin is also a qualified retirement plan trustee.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
01/20/2015 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
02/25/2002 - 12/31/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (PEMBROKE PINES FL)
NY
10/16/2001 - 02/12/2002
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
BC
Issued 06/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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