Unclaimed
Kevin Thomas Steel is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Kevin has been in the securities industry since March 2, 2007. Kevin is registered with the Financial Industry Regulatory Authority (FINRA) as well as in several states. Kevin's registration is active in Florida, Georgia, Indiana, Kentucky, Maryland, Michigan, New Jersey, New York, Ohio, and Texas.
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.
1
2
OH
02/08/2019 - Present
Fidelity Personal AND Workplace Advisors (WEST CHESTER OH)
KY
03/03/2006 - 11/24/2008
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 04/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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