Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin R. Alexander is a financial advisor at Fidelity Personal and Workplace Advisors. Kevin has been in the financial services industry since 2012 and has a strong background in helping individuals and families achieve their financial goals. Kevin holds the Series 6, 7, 63, and 66 licenses. He is also a Certified Financial Planner. Before joining Fidelity Personal and Workplace Advisors, Kevin worked at J.P. Morgan Securities LLC. Kevin is committed to providing personalized financial advice to his clients and is dedicated to helping them build a secure financial future.
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.
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.
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.
1
2
NY
01/12/2024 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
01/27/2014 - 12/01/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/01/2012 - 04/11/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 12/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kevin Alexander is the right advisor for you? Invested Better is here to help.
