Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Arruda is an investment advisor representative with Cornerstone Financial Management LLC. Kevin has been in the industry since 2007. Kevin is registered with the state of Massachusetts, Rhode Island and Texas. Cornerstone Financial Management LLC is based in Burlington, MA. The firm primarily serves individuals, charitable organizations, and high-net-worth individuals. Kevin is a Certified Financial Planner and Chartered Financial Analyst.
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.
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.
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.
1
2
RI
03/12/2021 - Present
Cornerstone Financial Management LLC (NORTH KINGSTOWN RI)
MA
10/23/2009 - 09/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HINGHAM MA)
MA
03/13/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATTLEBORO MA)
RI
07/02/2007 - 02/07/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVIDENCE RI)
IA
Issued 01/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Kevin Arruda is the right advisor for you? Invested Better is here to help.
