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Kevin W. Rose

Fidelity Brokerage Services LLC

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About Kevin W. Rose

Kevin W. Rose is a financial professional with over 9 years of experience in the industry. Kevin is currently registered with Fidelity Brokerage Services LLC, a firm that offers a wide range of financial products and services to individual investors. Previously, Kevin has worked at TD Ameritrade, Inc., Scottrade, Inc., and LPL Financial LLC. Kevin has a broad range of experience in the financial services industry, having worked with individual investors of all types. Kevin is committed to helping clients achieve their financial goals.

Firm Information

Kevin Rose is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kevin Rose’s Registration & Firm History

KY

07/15/2020 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

MI

02/26/2018 - 01/03/2019

TD AMERITRADE, INC. (PORTAGE MI)

MI

06/17/2016 - 02/26/2018

SCOTTRADE, INC. (PORTAGE MI)

MI

03/19/2012 - 04/25/2013

LPL FINANCIAL LLC (PORTAGE MI)

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Licenses & Designations

BC

Issued 07/07/2016

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/07/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/06/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kevin W. Rose.
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