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Kevin F Held

Flourish Financial LLC

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About Kevin F Held

Kevin Held is a financial professional with over five years of experience in the industry. He holds the Series 27, SIE, and Series 99TO licenses. Kevin has worked for both Flourish Financial LLC and MML Investors Services, LLC and is currently registered with Flourish Financial LLC in Springfield, Massachusetts.

Firm Information

Kevin Held is currently registered with Flourish Financial LLC. Flourish Financial LLC is a Limited Liability Company formed on November 3, 2017. They are registered to provide services in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. They have also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kevin Held’s Registration & Firm History

MA

04/18/2023 - Present

Flourish Financial LLC (Springfield MA)

CT

04/26/2022 - 01/31/2023

ROCKEFELLER FINANCIAL LLC (Stamford CT)

NY

02/24/2021 - 04/22/2022

FLOURISH FINANCIAL LLC (NEW YORK NY)

MA

11/09/2018 - 04/22/2022

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

MA

11/09/2018 - 04/22/2022

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MA

11/09/2018 - 04/22/2022

MML STRATEGIC DISTRIBUTORS, LLC (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 11/09/2018

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin F Held.
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