Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wythe is a financial advisor with over 30 years of experience in the financial services industry. Kevin currently works for Wells Fargo Clearing Services, LLC, located in Beverly, MA. Kevin has worked at a number of firms in the past, including Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BANC of America Investment Services, Inc. Kevin holds a Series 7, Series 26, and Series 63 license, as well as the SIE exam. Kevin is also a registered investment advisor. Kevin offers a range of financial services to individuals and businesses, including financial planning, investment management, and retirement planning.
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.
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.
Investment consulting services to institutional clients
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.
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2
MA
10/30/2020 - Present
Wells Fargo Clearing Services, LLC (BEVERLY MA)
MA
10/09/2015 - 11/13/2020
MORGAN STANLEY (MIDDLETON MA)
MA
10/23/2009 - 10/12/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FRAMINGHAM MA)
NY
07/22/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
RI
01/03/1995 - 08/05/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
04/28/1992 - 11/23/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MD
11/14/1989 - 09/07/1990
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
CO
04/20/1988 - 11/28/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 09/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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