Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Alarid is a financial advisor with Principal Securities, Inc. Kevin has been in the industry since October 12, 2013 and holds licenses to provide financial advice in 11 states. Kevin has a wide range of experience in the financial services industry, having worked for several firms prior to joining Principal Securities, Inc. Kevin specializes in portfolio management for individuals, financial planning, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
CO
07/25/2022 - Present
Principal Securities, Inc. (DENVER CO)
CO
07/05/2011 - 11/09/2011
STANCORP EQUITIES, INC. (DENVER CO)
NY
03/13/2009 - 03/23/2010
MML INVESTORS SERVICES, INC. (NEW YORK NY)
NY
05/09/2006 - 09/04/2008
DIVERSIFIED INVESTORS SECURITIES CORP. (PURCHASE NY)
NY
07/17/1998 - 08/12/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/29/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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