Unclaimed
Kevin Penrod is a registered investment advisor with MML Investors Services, LLC. Kevin is a veteran financial professional with over 28 years of experience in the industry, having started his career in 1994. Kevin is licensed to offer investment advice in both Nebraska and Texas. He is also licensed to offer insurance products through an independent insurance agency. Kevin is committed to helping his clients achieve their financial goals and is dedicated to providing personalized service and guidance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NE
08/29/2022 - Present
MML Investors Services, LLC (Omaha NE)
NE
08/11/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OMAHA NE)
NE
08/11/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OMAHA NE)
NE
12/05/2003 - 08/12/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MA
11/11/2003 - 11/19/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/11/2003 - 11/19/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/29/1994 - 08/19/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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