Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Vieira is a financial advisor with over 20 years of experience in the industry. He is currently registered with Commonwealth Financial Network and is licensed to provide financial advice in 17 states. Previously, Kevin worked with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., WEBSTER INVESTMENT SERVICES, INC., PLANCO FINANCIAL SERVICES, INC., PHOENIX EQUITY PLANNING CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Kevin holds FINRA Series 7, 24 and 66 licenses, and the SIE exam.
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.
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RI
10/13/2020 - Present
Commonwealth Financial Network (North Kingstown RI)
MA
10/11/2011 - 10/30/2020
LPL FINANCIAL LLC (FALL RIVER MA)
RI
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MIDDLETOWN RI)
MA
11/24/2004 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (SWANSEA MA)
CT
10/27/2003 - 11/02/2004
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
05/22/2001 - 10/29/2003
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MN
01/07/2000 - 04/03/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/07/2000 - 04/03/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/17/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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