Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Anthony Brown is a financial advisor with The Ameriflex Group. Kevin has been in the financial services industry since 1986 and holds Series 6, 7, and 63 licenses. Kevin is a Chartered Financial Consultant and specializes in comprehensive wealth management, financial planning and investment advisory services. Kevin is registered to provide investment advisory services in New Mexico and Texas. Kevin Anthony Brown is also registered as an investment advisor representative of The Ameriflex Group in Nevada.
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.
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.
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2
NM
05/02/2023 - Present
THE Ameriflex Group (Alburquerque NM)
NM
05/01/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ALBUQUERQUE NM)
NM
05/20/2013 - 05/05/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (ALBURQUERQUE NM)
NM
01/07/1992 - 05/24/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBUQUERQUE NM)
WI
01/07/1992 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
08/21/1986 - 12/11/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/21/1986 - 12/11/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 09/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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