Unclaimed
Kevin Renard Gibson is a financial advisor with over 30 years of experience in the industry. Kevin is registered with Stratos Wealth Partners, Ltd. and Kestra Investment Services, LLC. Kevin holds the Series 6, 7, 63, and 65 licenses. Kevin specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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
PA
09/13/2024 - Present
Stratos Wealth Partners, Ltd. (JENKINTOWN PA)
PA
10/03/2000 - 08/30/2024
KESTRA INVESTMENT SERVICES, LLC (GLENSIDE PA)
VT
02/22/1994 - 12/31/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 03/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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