Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Moravek is an investment advisor representative with October Effect Ltd. Kevin has been in the financial services industry since 1999. Kevin has a wide range of experience, including financial planning, portfolio management, and investment advisory services. Kevin is registered with the state of Virginia and has held previous registrations with Lincoln Financial Advisors Corporation and First Command Financial Planning, Inc. Kevin has passed a number of securities exams, including the Series 6, 7, 63, and 65. Kevin is also a Registered Representative of Gradient Securities. Kevin's specializations include financial planning, portfolio management, and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Referral fees
1
2
VA
01/14/2020 - Present
October Effect Ltd. (VIRGINIA BEACH VA)
VA
03/16/2005 - 12/16/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (VIRGINIA BEACH VA)
VA
03/16/2005 - 05/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (VIRGINIA BEACH VA)
TX
07/07/1999 - 03/18/2005
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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