Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Matthew Burns is a financial advisor with over 10 years of experience in the industry. Kevin is currently registered with MML Investors Services, LLC in California, Illinois and Texas. Kevin has a wide range of experience, offering financial planning, portfolio management, pension consulting, and educational seminars. Kevin also offers asset allocation programs and selection of other advisors for both businesses and individuals. Kevin previously worked for Northwestern Mutual Investment Services, LLC in Illinois. Kevin is dedicated to helping clients achieve their financial goals and objectives.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
02/21/2018 - Present
MML Investors Services, LLC (Paso Robles CA)
IL
06/05/2012 - 04/02/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DOWNERS GROVE IL)
IA
Issued 02/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Burns is the right advisor for you? Invested Better is here to help.
