Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Peter Edge has been in the securities industry since October 30, 2001. Kevin is currently registered with Fidelity Brokerage Services LLC. Kevin was previously registered with FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., CLARENDON INSURANCE AGENCY, INC., and KEYPORT FINANCIAL SERVICES CORP. Kevin is registered in 51 states and the District of Columbia. Kevin has passed the Series 6, 7, 9, 10, 26, 63, and SIE exams.
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.
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.
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2
RI
01/01/2008 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
MA
03/15/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
MA
12/01/2003 - 02/22/2007
CLARENDON INSURANCE AGENCY, INC. (WELLESLEY HILLS MA)
MA
10/10/2001 - 12/01/2003
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
BC
Issued 11/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/21/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/27/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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