Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gerald Dunn is an active financial advisor, registered in 35 states. Dunn has been in the financial services industry since March 1, 2000. Dunn is currently employed by Fidelity Personal and Workplace Advisors in their Boston office, located at 245 Summer Street, V2A. The firm has over 1,991,043 client accounts with approximately $818,776,100,963 in assets under management. The firm provides a range of financial services, including financial planning, portfolio management, and educational seminars. Dunn is also a registered representative with FINRA and has passed several industry exams.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 05/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kevin Dunn is the right advisor for you? Invested Better is here to help.
