Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ray Pitts is a financial advisor with over 18 years of experience in the financial services industry. Kevin is currently registered with Stratos Wealth Partners, Ltd. and has previously held positions with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Kevin is a licensed Series 7, Series 66 and Series 65 holder and is registered in numerous states including Alaska, Arizona, California, Colorado, Florida, Idaho, Louisiana, Maryland, Minnesota, Missouri, Montana, New York, Texas, Virginia and Washington. Kevin is dedicated to providing personalized financial advice to individuals, families and businesses. Kevin has been a dedicated financial advisor to his clients through a variety of market cycles and economic conditions. Kevin provides a wide range of financial services, including investment advisory, financial planning, portfolio management, and retirement planning. Kevin's commitment to client satisfaction and his extensive experience makes him a valuable resource for individuals seeking comprehensive financial guidance.
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.
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.
Percentage of assets under management with third party managers
1
2
AZ
03/23/2016 - Present
Stratos Wealth Partners, Ltd. (PRESCOTT AZ)
AZ
01/01/2008 - 06/22/2015
WELLS FARGO ADVISORS, LLC (PRESCOTT AZ)
AZ
06/28/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PRESCOTT VALLEY AZ)
IA
Issued 07/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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