Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Thomas Erickson is a financial advisor with over 24 years of experience in the industry. Kevin is registered with Fidelity Brokerage Services LLC in Smithfield, Rhode Island, and has a Series 7, Series 63 and SIE. Previously, Kevin worked at Fidelity Investments Institutional Services Company, Inc. in Salt Lake City, Utah, and Fidelity Brokerage Services, Inc., also in Smithfield, Rhode Island. Kevin is currently licensed in Arizona, Colorado, Illinois, Michigan, Missouri, New Jersey, Ohio and Utah.
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.
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.
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2
RI
01/01/2008 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
UT
03/13/2000 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
RI
11/06/1998 - 02/04/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 12/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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