Unclaimed
Kevin Pugh is a financial advisor with Fidelity Brokerage Services LLC. Kevin has been in the financial services industry since February 9, 2018 and is licensed in multiple states. Kevin specializes in providing investment advice to clients. Kevin is committed to helping clients achieve their financial goals.
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.
1
2
KY
11/11/2020 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
MI
09/25/2019 - 11/02/2020
THE HUNTINGTON INVESTMENT COMPANY (GRAND RAPIDS MI)
BC
Issued 11/11/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kevin Pugh is the right advisor for you? Invested Better is here to help.