Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dick is an Investment Advisor Representative at Stonex Advisors Inc. in Birmingham, Alabama. Kevin has been in the financial industry since 1998 and has worked for several firms, including WRP Investments, Inc. and American Express Financial Advisors Inc. Kevin is licensed to conduct business in several states, including Alabama, Arizona, Florida, Indiana, Kentucky, Michigan, North Carolina, Ohio, Pennsylvania, and South Carolina. Kevin offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
Financial consulting services
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.
1
2
AL
01/30/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OH
05/11/2001 - 09/12/2014
WRP INVESTMENTS, INC. (TIFFIN OH)
NA
03/20/1986 - 02/28/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 05/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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