Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevoi? Claim Your ProfileKevoi Walters is an active financial advisor with LPL Financial LLC in Fairfield, NJ. Kevoi is licensed to sell securities in New Jersey and New York. Kevoi has been in the financial services industry since April 2010. Kevoi specializes in providing financial advice and investment management services to individuals and families, corporations and other businesses, and charitable organizations. Kevoi also has experience in portfolio management, financial planning, and retirement planning. Before joining LPL Financial LLC, Kevoi was a financial advisor at Northwestern Mutual Investment Services, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
02/25/2015 - Present
LPL Financial LLC (FAIRFIELD NJ)
NJ
04/14/2010 - 03/04/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
BC
Issued 02/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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