Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kelley Hiller is an Investment Advisor Representative (IAR) and Registered Representative (RR) with IP Financial Advisory Services LLC. Kevin has over 30 years of experience in the financial services industry and specializes in providing financial planning, portfolio management, and consulting services to individuals and businesses. Kevin is licensed to conduct business in Connecticut, Florida, Massachusetts, New Hampshire, Rhode Island, and Vermont.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
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.
Recurring fees
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2
RI
11/14/2022 - Present
IP Financial Advisory Services LLC (Cranston RI)
RI
08/17/2009 - 11/09/2022
NEXT FINANCIAL GROUP, INC. (CRANSTON RI)
RI
05/06/2004 - 08/17/2009
MUTUAL SERVICE CORPORATION (CRANSTON RI)
MO
10/04/1996 - 05/12/2004
FFP SECURITIES, INC. (CHESTERFIELD MO)
NJ
01/12/1988 - 09/24/1996
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 10/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/12/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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