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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Suen is a financial advisor with Fidelity Personal And Workplace Advisors, a large financial services firm headquartered in Boston, MA. Kevin holds a Series 7 license from the Financial Industry Regulatory Authority (FINRA) and a Series 66 license from the North American Securities Administrators Association (NASAA). Kevin has over 10 years of experience in the financial services industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Funds Distributors, Inc., and Principal Securities, Inc.
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.
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.
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2
MA
03/29/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
05/08/2020 - 02/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
01/15/2019 - 11/18/2019
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
CA
08/19/2011 - 01/02/2019
PRINCIPAL SECURITIES, INC. (COSTA MESA CA)
VA
06/14/2010 - 06/21/2011
SIGNATOR INVESTORS, INC. (VIENNA VA)
BOTH
Issued 03/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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