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 has been in the financial services industry since 1986. Currently, Kevin Duffin is a registered investment advisor representative with Cetera Investment Advisers LLC, and has been in this role since November 2023. Kevin Duffin has also been registered with Cetera Advisor Networks LLC since September 2019. Kevin Duffin was previously registered with Summit Brokerage Services, Inc. Kevin Duffin has been a registered representative with multiple firms, including Manequity, Inc., Mutual Service Corporation, and Summit Brokerage Services, Inc. Kevin Duffin is registered in several states and holds Series 6, SIE, and Series 63 licenses. Kevin Duffin also provides financial services under his own DBA, Advanced Financial Group. Kevin Duffin's experience includes working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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 08/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Duffin is the right advisor for you? Invested Better is here to help.
