Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin William Crowley is a financial advisor with Avantax Investment Services, Inc. Kevin has been in the financial services industry since 1987. Kevin has a Series 7 and SIE license. Kevin is registered in California. Kevin was previously with Farmers Financial Solutions, LLC and New England Securities.
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.
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.
1
2
CA
07/11/2018 - Present
Avantax Investment Services, Inc. (Morgan Hill CA)
CA
11/15/2001 - 06/25/2018
FARMERS FINANCIAL SOLUTIONS, LLC (MORGAN HILL CA)
NY
10/03/1988 - 11/06/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
07/06/1987 - 07/23/1988
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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