Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Matthews is a financial advisor at Avantax Advisory Services. Kevin is licensed in Virginia and holds a Series 66 license along with Series 7TO and SIE exams. Kevin has been in the industry for 10 years and is an active member of the industry. Kevin focuses on financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Kevin also provides solicitor referral services to third-party investment managers and conducts participant enrollment meetings.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
01/05/2024 - Present
Avantax Advisory Services (Tysons VA)
BOTH
Issued 12/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kevin Matthews is the right advisor for you? Invested Better is here to help.
