Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Baird is a financial advisor with over 30 years of experience in the industry. Kevin has been with United Planners' Financial Services of America A Limited Partner since 2011. Previously, Kevin was a registered representative with Securities Service Network, Inc., LPL Financial Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Kevin is licensed in Arizona, California, Colorado, Nevada, North Carolina, Ohio, Oregon, Pennsylvania, Texas, and Wisconsin. Kevin holds the Series 7, Series 24, and SIE licenses. Kevin has a strong commitment to providing personalized financial advice to individuals and families. Kevin's goal is to help clients achieve their financial goals through a comprehensive approach to financial planning.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
07/20/2011 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CA
11/18/2010 - 07/08/2011
SECURITIES SERVICE NETWORK, INC. (SANTA BARBARA CA)
CA
07/10/1998 - 12/01/2010
LPL FINANCIAL CORPORATION (SANTA BARBARA CA)
MN
10/01/1990 - 07/16/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/01/1990 - 07/16/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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