Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Darren Belshaw is a financial professional with over 10 years of experience in the financial services industry. Kevin has a deep understanding of the financial markets and a commitment to providing personalized financial advice to help clients achieve their goals. Kevin is a registered representative of United Planners' Financial Services of America A Limited Partner, a firm with over $9 billion in assets under management. Kevin specializes in retirement planning, college savings, and investment management for individuals and families. He is also a Certified Financial Planner. Prior to joining United Planners, Kevin held positions at MML Investors Services, LLC and M&T Securities, Inc. Kevin is dedicated to helping his clients achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
1
2
MD
07/29/2024 - Present
United Planners' Financial Services OF America A Limited Partner (HUNT VALLEY MD)
MD
09/03/2015 - 10/24/2018
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
02/13/2013 - 06/26/2015
M&T SECURITIES, INC. (TIMONIUM MD)
MD
09/27/2012 - 12/06/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BALTIMORE MD)
BC
Issued 01/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Belshaw is the right advisor for you? Invested Better is here to help.
