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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McKinnon is a financial advisor with over 25 years of experience in the industry. Kevin is currently registered with Osaic Institutions, Inc. as a Registered Representative and Investment Advisor Representative and is active in both Massachusetts and New Hampshire. Kevin's previous experience includes working for BANCNORTH INVESTMENT GROUP, INC., PRIMEVEST FINANCIAL SERVICES, INC., COMPULIFE INVESTOR SERVICES, INC. and CITIZENS FINANCIAL SERVICES INC.. Kevin has a broad range of expertise in financial planning, pension consulting and educational seminars, providing financial advice for individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NH
10/18/2006 - Present
Osaic Institutions, Inc. (SALEM NH)
NH
01/01/2005 - 10/12/2006
BANCNORTH INVESTMENT GROUP, INC. (NASHUA NH)
MN
06/06/2001 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
01/26/2000 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
RI
10/24/1997 - 01/28/2000
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
IA
Issued 10/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 05/10/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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