Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin MacE is a financial professional with over 8 years of experience in the industry. Kevin is a Certified Financial Planner™ and Chartered Financial Consultant and holds the Series 6, 7, 63, and 65 licenses. Kevin is currently employed by Thrivent Investment Management Inc. and is licensed to provide financial advice in 51 states, the District of Columbia, and the Commonwealth of Puerto Rico. Prior to joining Thrivent Investment Management Inc., Kevin worked at Ameriprise Financial Services, LLC., The Huntington Investment Company, Pruco Securities, LLC., MML Investors Services, LLC, and OneAmerica Securities, Inc. Kevin specializes in providing financial advice to individuals, businesses, and churches.
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.
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.
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MN
11/27/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
OH
06/05/2023 - 08/01/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Akron OH)
OH
08/02/2018 - 04/21/2023
THE HUNTINGTON INVESTMENT COMPANY (Akron OH)
OH
10/20/2015 - 06/29/2018
PRUCO SECURITIES, LLC. (MAYFIELD HEIGHTS OH)
OH
02/10/2015 - 06/03/2015
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
OH
05/01/2014 - 12/22/2014
ONEAMERICA SECURITIES, INC. (WESTLAKE OH)
OH
01/31/2014 - 05/07/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AKRON OH)
IA
Issued 08/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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