Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Rice is an investment advisor representative with Intellus Advisors, LLC. Kevin has been in the industry since 2023. Kevin works in the Sarasota and Naples, Florida areas. Kevin holds the Series 7TO, SIE, and Series 66 licenses. Kevin has experience working with individual investors, charitable organizations, pension and profit sharing plans, and corporations or other 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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
11/05/2024 - Present
Intellus Advisors, LLC (Sarasota FL)
WI
03/17/2023 - 04/05/2024
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 05/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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