Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lynn Way is a financial advisor with Cambridge Investment Research Advisors, Inc. Kevin has been in the industry since 2004 and holds licenses in various states. Kevin offers a range of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Kevin is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).
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
MI
03/04/2010 - Present
Cambridge Investment Research Advisors, Inc. (Tecumseh MI)
MI
09/29/2004 - 08/25/2008
MULTI-FINANCIAL SECURITIES CORPORATION (HILLSDALE MI)
IA
Issued 04/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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