Unclaimed
Kevin Cabot Carmony is a registered representative with Cambridge Investment Research Advisors, Inc. Kevin has been in the securities industry since 1990. Kevin also has a background in insurance and real estate. Kevin is registered to sell securities in Alaska, Michigan, Ohio, and Pennsylvania.
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
OH
12/18/2009 - Present
Cambridge Investment Research Advisors, Inc. (PERRYSBERG OH)
OH
01/01/2004 - 12/18/2009
MULTI-FINANCIAL SECURITIES CORPORATION (PERRYSBURG OH)
OH
08/04/1997 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
10/24/1990 - 08/25/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 02/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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