Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Poulsen is a registered representative with Oneamerica Securities, Inc., a firm with over 7,900 clients and nearly $265 million in regulatory assets under management. Kevin specializes in a variety of financial planning services, including portfolio management, investment advisory services and retirement planning. Kevin is also a Registered Representative of Equity Services, Inc., a firm specializing in investment advisory services and is a licensed investment advisor in 8 states. Kevin has over 30 years experience in the financial industry and has built a strong reputation for providing personalized financial advice.
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.
A percentage of the total value of assets under management is charged.
1
2
ID
10/08/2009 - Present
Oneamerica Securities, Inc. (NAMPA ID)
ID
07/20/2007 - 10/16/2009
BENEFICIAL INVESTMENT SERVICES, INC. (BOISE ID)
ID
04/24/2001 - 08/09/2007
EQUITY SERVICES, INC. (NAMPA ID)
NY
03/25/1991 - 04/24/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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