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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin James Losty is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Kevin has been in the financial industry since November 22, 1999 and holds licenses in 14 states. Kevin James Losty is a registered representative with FINRA and a registered investment advisor representative with the state of Massachusetts. He also holds the Series 7, Series 6, Series 63 and Series 65 licenses and is qualified to offer a variety of investment products and services. He has been associated with Cambridge Investment Research Advisors, Inc. since November 2018. Prior to that, he was associated with Ohaneisan / Lecours, Inc. and MML Investors Services, LLC. Kevin James Losty has a strong track record of providing investment advice to individuals and families. His areas of expertise include financial planning, retirement planning, college savings, and estate planning. Kevin James Losty's focus is on helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
11/20/2018 - Present
Cambridge Investment Research Advisors, Inc. (Stow MA)
MA
06/23/2015 - 12/14/2018
OHANESIAN / LECOURS, INC. (Hudson MA)
RI
04/29/2009 - 06/24/2015
MML INVESTORS SERVICES, LLC (WARWICK RI)
MA
04/04/2003 - 04/16/2009
COMMONWEALTH FINANCIAL NETWORK (DEDHAM MA)
NY
03/28/2001 - 04/22/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
CT
11/22/1999 - 07/10/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BC
Issued 02/22/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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