Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Baldwin has been in the financial industry since 1986. Kevin currently works as a registered representative for Oneamerica Securities, Inc. and has been there since March 2010. Prior to this, Kevin worked for MML INVESTORS SERVICES, INC., MML DISTRIBUTORS, LLC, LINCOLN FINANCIAL DISTRIBUTORS, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, AETNA INVESTMENT SERVICES, INC., and HORNOR, TOWNSEND & KENT, INC. Kevin has been a registered Investment Advisor in Connecticut since June 2010. Kevin provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
06/16/2010 - Present
Oneamerica Securities, Inc. (SOUTH WINDSOR CT)
MA
06/07/2008 - 09/24/2009
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
12/19/2005 - 06/09/2008
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
03/12/2002 - 12/19/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
PA
12/31/2000 - 06/04/2001
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
02/04/1999 - 12/31/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CT
08/26/1994 - 01/12/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
PA
02/21/1985 - 07/26/1994
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 12/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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