Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Campbell is a financial advisor with Fidelity Personal And Workplace Advisors. Kevin is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 6, 7 and 66 license. Kevin is also a licensed insurance agent in Texas and Wisconsin. Kevin has over 23 years of experience in the financial services industry. Kevin provides a variety of financial services to individuals, businesses, and charitable organizations. These services include financial planning, portfolio management, and retirement planning. Kevin has been with Fidelity since November 2023. Prior to that, Kevin was employed by Morgan Stanley. Kevin is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
WI
01/13/2024 - Present
Fidelity Personal AND Workplace Advisors (MEQUON WI)
WI
07/31/2014 - 11/07/2023
MORGAN STANLEY (Waukesha WI)
WI
09/06/2013 - 07/07/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SHEBOYGAN WI)
WI
04/23/2005 - 08/06/2013
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
08/25/1999 - 04/23/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 04/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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