Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevan? Claim Your ProfileKevan Breidinger is a financial professional with over 17 years of experience in the industry. Kevan is currently a registered representative with Lincoln Investment, a firm that specializes in financial planning, portfolio management, and other investment services. Kevan's previous experience includes working at firms such as Legend Equities Corporation, Chase Investment Services Corp., Mutual of America Life Insurance Company, and Ameriprise Financial Services, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
PA
06/04/2024 - Present
Lincoln Investment (Fort Washington PA)
FL
01/04/2011 - 01/03/2017
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
10/29/2009 - 12/20/2010
CHASE INVESTMENT SERVICES CORP. (WEST PALM BEACH FL)
FL
08/06/2007 - 09/28/2009
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
10/11/2006 - 07/23/2007
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (BOCA RATON FL)
NY
10/11/2006 - 07/23/2007
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
FL
06/08/2006 - 09/26/2006
THE GMS GROUP, LLC (BOCA RATON FL)
FL
06/01/2005 - 06/08/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)
MN
06/01/2005 - 06/08/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/16/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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