Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Tamson is an investment advisor representative registered with First Citizens Investor Services, Inc. in Raleigh, NC. Kevin has been in the industry since 1999 and has been with First Citizens Investor Services, Inc. since 2021. Kevin holds the following licenses: Series 63, Series 65, Series 7, Series 14, Series 24 and Series 53. Kevin is registered in 53 states. Kevin's specializations include portfolio management for individuals, businesses and the selection of other advisors. Kevin works with individuals, high net worth individuals, businesses, corporations, charitable organizations and pension and profit sharing plans. First Citizens Investor Services, Inc. also provides financial planning and advisory services for individuals 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.
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.
1
2
NC
05/03/2021 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
NC
03/27/2007 - 03/19/2009
IRONSTONE SECURITIES, INC. (RALEIGH NC)
NC
07/20/1998 - 09/01/1998
MAYFLOWER CAPITAL, L.L.C. (RALEIGH NC)
IA
Issued 05/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/20/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Tamson is the right advisor for you? Invested Better is here to help.
