Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Grady is a financial advisor who has been in the industry since 2002. He is currently registered with Eversource Wealth Advisors, LLC and is based in Spokane, Washington. Kevin has worked with several firms throughout his career including Cambridge Investment Research, Inc., MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Kevin offers a variety of services including financial planning, portfolio management, and educational seminars.
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
WA
04/18/2023 - Present
Eversource Wealth Advisors, LLC (Spokane WA)
WA
09/04/2014 - 05/10/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (SPOKANE VALLEY WA)
WA
01/17/2012 - 09/15/2014
MML INVESTORS SERVICES, LLC (SPOKANE WA)
WA
06/20/2002 - 01/05/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SPOKANE WA)
GA
04/12/2002 - 05/30/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
10/05/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 11/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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