Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McInnis is a financial advisor who has been working in the industry since 2002. He has a Series 7 and Series 63 license. Kevin currently works for National Financial Services LLC and is based in Smithfield, Rhode Island. He has a strong background in financial advising and has a proven track record of success. Kevin is committed to providing his clients with the highest level of service and is dedicated to helping them 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.
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.
1
2
RI
10/31/2019 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
06/18/2007 - 07/31/2018
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
05/25/2001 - 05/31/2007
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 11/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin McInnis is the right advisor for you? Invested Better is here to help.
