Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Conlon is an investment professional with over 38 years of experience in the industry. Kevin is registered as a Registered Representative with MML Investors Services, LLC. Kevin is licensed to provide investment advice and services in multiple states. He holds the Series 6, Series 7, Series 63, and Series 65 securities licenses. Kevin's previous experience includes roles at WS Griffith Securities, Inc., SMA Equities, Inc. and Phoenix Equity Planning Corporation. Kevin's area of expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting. Kevin is committed to providing his clients with personalized investment advice and guidance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
04/05/2024 - Present
MML Investors Services, LLC (MELVILLE NY)
CT
06/05/1993 - 10/29/2001
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
05/26/1988 - 05/29/1991
SMA EQUITIES, INC. (WORCESTER MA)
NA
08/19/1982 - 05/24/1988
PHOENIX EQUITY PLANNING CORPORATION
BC
Issued 08/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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