Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Brosmith is a financial professional with over 24 years of experience in the financial services industry. Kevin has a strong background in providing financial advice to a range of clients including individuals, businesses, and charitable organizations. Kevin is currently registered with Equitable Advisors, LLC, a leading financial services firm. Prior to joining Equitable Advisors, LLC, Kevin held positions at Prudential Investment Management Services LLC, Patrick Capital Markets, LLC, OppenheimerFunds Distributor, Inc., Nicholas-Applegate Securities (A California Limited Partnership), MFS Fund Distributors, Inc., and Equity Services, Inc. Kevin has a broad range of experience and expertise in areas such as financial planning, portfolio management, and investment advisory services.
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.
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2
CT
03/20/2024 - Present
Equitable Advisors, LLC (MILFORD CT)
MA
07/16/2021 - 04/12/2022
EQUITABLE ADVISORS, LLC (WELLESLEY MA)
CT
05/09/2019 - 03/19/2020
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Hartford CT)
MO
09/13/2018 - 04/05/2019
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
NY
10/16/1997 - 09/23/2016
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CA
02/01/1996 - 05/23/1997
NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)
MA
06/13/1994 - 01/29/1996
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
VT
04/06/1993 - 06/02/1994
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 04/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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