Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Paul Walker is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with Raymond James & Associates, Inc. and has held previous registrations with several other firms including Morgan Stanley & Co. Incorporated, Fidelity Brokerage Services LLC, Prudential Securities Incorporated, Securities America, Inc., and Fidelity Brokerage Services, Inc.. Kevin is a Certified Financial Planner and holds several licenses and registrations including Series 6, 7, 8, 9, 10, 31, 63 and 65. Kevin's experience and qualifications make him a well-rounded financial advisor that can provide a variety of financial services to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/16/2025 - Present
Raymond James & Associates, Inc. (NAPLES FL)
FL
06/20/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NAPLES FL)
FL
06/11/2003 - 06/25/2008
FIDELITY BROKERAGE SERVICES LLC (NAPLES FL)
NY
09/10/1998 - 05/16/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NE
02/06/1998 - 09/28/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
RI
03/23/1989 - 02/02/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 08/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/26/1990
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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