Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Flavin is an active Registered Representative and Investment Advisor Representative with IBN Financial Services, Inc. Kevin has over 30 years of experience in the financial services industry. Kevin has held licenses with various firms throughout their career, including LPL Financial LLC, Janney Montgomery Scott LLC, Parker/Hunter Incorporated, PNC Brokerage Corp, PNC Securities Corp, Smith Barney Inc. and Lehman Brothers Inc. Kevin has a wide range of experience and expertise, and is dedicated to providing their clients with personalized financial advice and 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
12/29/2015 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
MI
07/26/2010 - 12/24/2015
LPL FINANCIAL LLC (GROSSE ILE MI)
OH
06/25/2005 - 08/25/2010
JANNEY MONTGOMERY SCOTT LLC (CLEVELAND OH)
PA
05/01/1995 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
PA
12/23/1994 - 05/23/1995
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
11/10/1994 - 12/23/1994
PNC SECURITIES CORP (PITTSBURGH PA)
NY
07/31/1993 - 07/22/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
03/20/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 10/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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