Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Collignon is a financial advisor with Principal Securities, Inc., a firm headquartered in Des Moines, IA. Kevin has been in the financial services industry since 1983 and has worked for several firms including American Express Financial Advisors Inc. and IDS Life Insurance Company. Kevin is registered with the state of Florida and holds several licenses and certifications, including the Series 6, 7, 22, 24, and 63 licenses and is also a Certified Financial Planner. Kevin provides a variety of services to individual clients, including financial planning, portfolio management, and investment advisory services. Kevin is also registered as an Investment Advisor Representative (IAR) with Principal Securities, Inc. in Florida.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
12/21/2022 - Present
Principal Securities, Inc. (WINDERMERE FL)
FL
03/09/2015 - 08/04/2015
ROYAL ALLIANCE ASSOCIATES, INC. (ASTATULA FL)
FL
12/15/2006 - 07/01/2015
FIRST MIDWEST SECURITIES, INC. (ASTATULA FL)
FL
02/10/2004 - 10/31/2006
AMSOUTH INVESTMENT SERVICES, INC. (ORLANDO FL)
MN
11/30/1983 - 02/28/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/30/1983 - 02/28/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/30/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 11/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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