Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Walsh is a financial advisor with Commonwealth Financial Network, a firm with over 3,300 investment advisor representatives. Kevin has been in the financial industry for over 30 years and holds Series 6, 7 and 63 licenses along with the SIE designation. His specializations include Retirement Planning, College Savings, Insurance & Annuities, Estate Planning and Business Succession Planning. Kevin is also a Certified Financial Planner (CFP®). Commonwealth Financial Network offers advisory services including financial planning, educational seminars, publication of periodicals, selection of other advisors and portfolio management.
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.
1
2
OH
11/12/2024 - Present
Commonwealth Financial Network (Cincinnati OH)
OH
08/18/2003 - 06/14/2024
SECURITIES AMERICA, INC. (CINCINNATI OH)
NY
08/30/2000 - 08/18/2003
CADARET, GRANT & CO., INC. (SYRACUSE NY)
RI
11/05/1993 - 08/25/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 11/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Walsh is the right advisor for you? Invested Better is here to help.
