Unclaimed
Kevin Sides is a financial advisor located in Jacksonville Beach, FL. Kevin has been in the financial industry since 2008 and is currently registered with Northwestern Mutual Investment Services, LLC. Kevin holds Series 7 and Series 66 securities licenses and is also registered with the states of Florida, Georgia, North Carolina, and Texas. Kevin has experience working with a wide range of clients, including individuals, businesses, and institutions. In addition to providing investment advice, Kevin also provides referral services to other advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
04/16/2015 - Present
Northwestern Mutual Investment Services, LLC (Jacksonville Beach FL)
FL
05/14/2008 - 04/06/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 06/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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