Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Newman is a financial professional with over 35 years of experience in the financial services industry. Kevin is a registered representative with Ausdal Financial Partners, Inc. and has been with the firm since 2009. Prior to joining Ausdal Financial Partners, Inc., Kevin worked at Waterstone Financial Group, Inc. and Signator Investors, Inc. Kevin holds the Series 6, 7, 63 and 65 licenses. Kevin works with individual clients, corporations, and charitable organizations. Kevin's specialties include financial planning, portfolio management, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
02/04/2022 - Present
Ausdal Financial Partners, Inc. (OAK BROOK IL)
IL
01/06/2003 - 06/01/2009
WATERSTONE FINANCIAL GROUP, INC. (OAK BROOK IL)
MA
04/06/2000 - 01/30/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
CA
06/26/1986 - 04/06/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 02/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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