Unclaimed
Kevin Walter Taube is a financial advisor with over 16 years of experience in the financial services industry. Kevin is currently registered with Steward Partners Investment Advisory, LLC as an Investment Adviser Representative. Prior to this, Kevin was registered with Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin is a Series 66, Series 7, and Series 3 licensed professional. Kevin specializes in providing financial consulting and portfolio management for individuals, businesses, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NH
11/01/2019 - Present
Steward Partners Investment Advisory, LLC (Manchester NH)
NH
11/01/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (MANCHESTER NH)
NH
12/12/2006 - 11/05/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)
BOTH
Issued 12/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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