Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevon? Claim Your ProfileKevon Andreas Purnell is a registered representative and investment advisor representative with Charles Schwab & CO., Inc. Kevon has been in the securities industry for over five years, with experience in financial planning and portfolio management. Kevon has a wide range of experience working with individuals and families to help them reach their financial goals. Kevon is committed to providing his clients with personalized service and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
VA
08/21/2023 - Present
Charles Schwab & CO., Inc. (Reston VA)
BOTH
Issued 06/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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