Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Edwards is a registered representative with Avantax Advisory Services. Kevin has been in the financial services industry since 2001 and has experience working with individuals, businesses, and pension and profit-sharing plans. Kevin holds Series 6, 7, 63, and 66 securities licenses and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Kevin is also registered with the states of Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Missouri, Ohio, South Carolina, Texas, and Virginia.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
02/05/2024 - Present
Avantax Advisory Services (BELLEVILLE, IL)
IL
11/18/2008 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (BELLEVILLE IL)
MO
02/26/2001 - 03/20/2008
ALLSTATE FINANCIAL SERVICES, LLC (ST LOUIS MO)
BOTH
Issued 01/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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