Unclaimed
Kevin Flint is a financial advisor with Edward Jones. Kevin has been in the financial services industry since 2007. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional. Kevin has been registered with the Financial Industry Regulatory Authority (FINRA) since 2019. Kevin has a Series 7, Series 6, and Series 66 licenses. Kevin is registered to offer securities and investment advisory services in Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Iowa, Kansas, Maryland, Massachusetts, Minnesota, Missouri, Nebraska, New Mexico, North Carolina, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CO
06/29/2021 - Present
Edward Jones (FORT COLLINS CO)
CO
10/01/2014 - 11/08/2016
J.P. MORGAN SECURITIES LLC (FT COLLINS CO)
CO
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (DENVER CO)
IL
02/19/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (URBANA IL)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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