Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevon? Claim Your ProfileKevon Khalil Musgrove is a financial advisor at Raymond James Financial Services Advisors, Inc. Kevon is registered with the state of Florida as both a broker and an investment advisor. Prior to joining Raymond James Financial Services Advisors, Inc., Kevon worked at Trinity Wealth Securities, L.L.C. in Tampa, Florida. Kevon also holds the Series 7, 63, and 65 licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
12/15/2023 - Present
Raymond James Financial Services Advisors, Inc. (Clearwater FL)
FL
03/01/2023 - 11/06/2023
TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)
BC
Issued 04/15/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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