Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Francis Peters is a registered representative with CU Investment Solutions LLC, a firm based in Burlington, MA. Kevin has been in the securities industry since June 2005 and holds Series 63, Series 7, and SIE licenses. Kevin is registered with the states of Connecticut, Maine and Massachusetts. Kevin works in the firm's Burlington, MA office.
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.
Non discretionary investment advisory for institutional clients
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.
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MA
06/03/2005 - Present
CU Investment Solutions LLC (BURLINGTON MA)
BC
Issued 06/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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