Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Doss is an investment advisor representative at Cambridge Investment Research Advisors, Inc., a firm with a strong presence in the financial industry. Kevin has been working in the industry since June 11, 1993 and holds licenses in several states, including Illinois, Indiana, Michigan, Missouri, Ohio and Pennsylvania. Kevin specializes in providing financial planning, pension consulting, educational seminars, market timing services, and selection of other advisors to both businesses and individuals.
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
12/04/2006 - Present
Cambridge Investment Research Advisors, Inc. (Westlake OH)
OH
03/26/2001 - 08/29/2006
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE OH)
NY
04/28/1995 - 04/11/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/11/1993 - 05/02/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/08/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Doss is the right advisor for you? Invested Better is here to help.
