Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Duffin is a financial advisor with Cetera Investment Advisers LLC. Kevin has been in the industry since 1984. Kevin is registered with the state of Ohio. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission. The firm has offices in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. Kevin is dedicated to providing 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.
Guidance on pension options to ensure a secure financial future.
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
OH
11/24/2023 - Present
Cetera Investment Advisers LLC (Kettering OH)
OH
08/18/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (DAYTON OH)
OH
05/23/1994 - 08/19/2009
MUTUAL SERVICE CORPORATION (DAYTON OH)
MA
08/21/1984 - 10/01/1992
MANEQUITY, INC. (BOSTON MA)
BC
Issued 8/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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