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Kevin Koehler Handley

Ages Financial Services, Ltd.

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About Kevin Koehler Handley

Kevin Koehler Handley has over 30 years of experience in the financial services industry. Kevin is currently registered with Ages Financial Services, Ltd. in Reading, MA. Previously, Kevin has held positions at Source Capital Group, Inc., Merit Capital Associates, Inc., Equity Services, Inc., FISCO Equity, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and First Investors Corporation. Kevin has a Series 6, Series 7, and Series 63 license. Kevin holds registrations in Florida, Massachusetts, New Hampshire, New York, and Rhode Island.

Firm Information

Kevin Handley is currently registered with Ages Financial Services, Ltd.. Ages Financial Services, Ltd. is a corporation registered in 53 states and the District of Columbia. It was formed on June 25, 1984. The firm has been approved by the SEC and has received three regulatory event disclosures and two arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kevin Handley’s Registration & Firm History

MA

04/27/2017 - Present

Ages Financial Services, Ltd. (READING MA)

CT

12/01/2001 - 04/24/2017

SOURCE CAPITAL GROUP, INC. (WESTPORT CT)

CT

11/04/1999 - 12/01/2001

MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)

VT

06/18/1999 - 11/02/1999

EQUITY SERVICES, INC. (MONTPELIER VT)

RI

04/01/1991 - 05/04/1999

FISCO EQUITY, INC. (LINCOLN RI)

NY

06/20/1989 - 03/22/1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

02/21/1989 - 04/04/1989

FIRST INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 02/28/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1989

Series 7 - General Securities Representative Examination

BC

Issued 02/17/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Kevin Koehler Handley. Review regulatory record here.
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