Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Maher is an investment advisor representative with Charles Schwab & CO., Inc. Kevin has been in the industry since 2008, and has been associated with Charles Schwab & CO., Inc. since 2017. Kevin is a registered representative in Illinois. Kevin previously worked at Fidelity Brokerage Services LLC, Lincoln Financial Securities Corporation and Jefferson Pilot Securities Corporation. Kevin has a wide range of experience in the financial services industry, including experience with financial planning, portfolio management, and securities trading.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NH
01/09/2017 - Present
Charles Schwab & CO., Inc. (Raymond NH)
IL
01/10/2011 - 11/11/2016
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
IN
05/13/2008 - 12/10/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
NH
10/12/2007 - 04/30/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (CONCORD NH)
IN
01/02/2007 - 10/12/2007
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 01/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kevin Maher is the right advisor for you? Invested Better is here to help.
