Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Coquillette is a registered Investment Advisor Representative with Oxford Financial Group, Ltd. Kevin has been in the industry since 2015 and is licensed to provide financial advice in Minnesota. Kevin holds licenses for Series 3, 7, 63, and 65 exams.
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.
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.
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MN
06/21/2023 - Present
Oxford Financial Group, Ltd. (MINNEAPOLIS MN)
IL
08/15/2015 - 05/26/2023
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
IA
Issued 06/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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