Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Forbes is a financial advisor with over 10 years of experience in the industry. Kevin is currently registered with USAA Investment Services Co. Kevin has been a registered representative with USAA Financial Advisors, Inc. in the past. Kevin has passed the Series 66, Series 53, Series 24, SIE, and Series 7 examinations and is licensed in Arizona. Kevin is also a Registered Principal. Kevin can provide financial planning and referrals.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
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2
AZ
06/08/2020 - Present
Usaa Investment Services Co. (Phoenix AZ)
AZ
12/20/2010 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
BOTH
Issued 01/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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