Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McKinstry is an investment advisor representative with Avantax Advisory Services. Kevin has been in the financial services industry since June 21, 1982. Kevin is registered with the state of Ohio as an investment advisor representative and as a broker-dealer. Kevin is also registered in Florida, Pennsylvania, and Ohio as a broker-dealer. In addition to investment advisory services, Kevin also offers insurance services through HD Vest Insurance Services. Kevin McKinstry is a highly experienced financial professional with a strong commitment to providing personalized financial guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
OH
01/30/2017 - Present
Avantax Advisory Services (East Palestine OH)
OH
10/15/2003 - 12/31/2010
FORTUNE FINANCIAL SERVICES, INC. (EAST PALESTINE OH)
IA
01/02/1992 - 10/14/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
06/22/1982 - 02/01/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
IA
Issued 01/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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