Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Phillip Adams is a financial advisor with Edward Jones. Kevin has been in the financial services industry since 2014. Kevin is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 99, and Securities Industry Essentials (SIE) licenses. Kevin has a background in operations and has worked for several other firms in the past including Raymond James & Associates, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin is a specialist in financial planning, portfolio management, and investment advisory services.
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.
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.
See schedule d - miscellaneous
1
2
MO
01/06/2021 - Present
Edward Jones (ST LOUIS MO)
FL
06/20/2017 - 12/17/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
07/29/2014 - 05/22/2017
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/20/2005 - 06/15/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 99 - Operations Professional Examination
BC
Issued 01/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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