Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Pinto is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Calverton, MD. Kevin has been in the industry since 1999 and holds a Series 7, Series 24, and Series 66 licenses. Kevin is also a Certified Financial Planner. In addition to working at Raymond James Financial Services Advisors, Inc., Kevin also owns a support company, DHJ Advisors, LLC. Kevin has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chevy Chase Financial Services in the past. Kevin is registered to provide investment advice in 17 states.
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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
07/27/2011 - Present
Raymond James Financial Services Advisors, Inc. (CALVERTON MD)
MD
09/02/2005 - 07/25/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKVILLE MD)
MD
02/02/1999 - 09/13/2005
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
BOTH
Issued 05/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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