Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin John Plank is a financial advisor with over 40 years of experience in the financial services industry. Kevin Plank is currently registered with Cambridge Investment Research Advisors, Inc. and holds a Series 6, 7, 22, 24 and 63 licenses. Kevin John Plank also holds the SIE exam. Kevin Plank has held previous positions with OSAIC FA, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, RAYMOND JAMES FINANCIAL SERVICES, INC., FIFTH THIRD SECURITIES, INC., FN INVESTMENT CENTER, COMPULIFE INVESTOR SERVICES, INC., MML INVESTORS SERVICES, INC., MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, and PRUCO SECURITIES CORPORATION.
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
OH
08/20/2024 - Present
Cambridge Investment Research Advisors, Inc. (Westlake OH)
OH
10/28/2004 - 08/20/2024
OSAIC FA, INC. (ORANGE VILLAGE OH)
IN
10/28/2004 - 05/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
12/12/1996 - 10/25/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
OH
01/22/1996 - 07/24/1998
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
CA
03/31/1992 - 01/19/1996
FN INVESTMENT CENTER (SACRAMENTO CA)
MN
07/05/1989 - 03/24/1992
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
MA
08/13/1983 - 06/13/1989
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/26/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
10/25/1982 - 04/20/1983
PRUCO SECURITIES CORPORATION
BC
Issued 10/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/22/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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