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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Burke Haskell is a financial advisor with Cambridge Investment Research Advisors, Inc. Kevin has been in the industry since June 26, 2007 and has experience working with clients of all types, including individuals, families, businesses, and institutions. Kevin's focus is on providing comprehensive financial planning services to help clients reach their financial goals. He is registered as a Registered Representative and Investment Advisor Representative in Massachusetts and New Hampshire. Kevin is also a member of the National Association of Insurance and Financial Advisors (NAIFA).
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.
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.
Solicitation fees from 3rd party money managers
1
2
MA
01/19/2017 - Present
Cambridge Investment Research Advisors, Inc. (Concord MA)
MA
08/31/2011 - 01/05/2017
COMMONWEALTH FINANCIAL NETWORK (BURLINGTON MA)
MA
04/17/2008 - 09/07/2011
OGILVIE SECURITY ADVISORS CORPORATION (BURLINGTON MA)
AZ
04/10/1997 - 02/11/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 07/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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