Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Murray is a financial professional with over 27 years of experience in the securities industry. Kevin is a Certified Financial Planner and registered with Synovus Securities, Inc. in Tampa, Florida. Kevin's prior experience includes roles at SunTrust Investment Services, Inc. and Invest Financial Corporation. Kevin has a wide range of experience in financial planning and portfolio management for individuals, businesses, and charitable organizations. Kevin is committed 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.
Tax related services, administrative 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/06/2022 - Present
Synovus Securities, Inc. (TAMPA FL)
FL
05/14/1999 - 10/27/2016
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
WI
02/04/1998 - 04/29/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
02/17/1995 - 01/26/1998
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 04/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/04/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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