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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McAuliffe is a financial advisor at Russell Investments, with experience in the industry since 2003. Kevin is a registered representative in 53 states and a registered investment advisor representative in Washington and Wisconsin. Kevin has a broad range of experience, having worked with clients in the investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth categories.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WI
08/12/2019 - Present
Russell Investments (Milwaukee WI)
IL
04/29/2014 - 01/16/2019
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
IL
04/24/2015 - 01/25/2016
LEGEND EQUITIES CORPORATION (Schaumburg IL)
WI
02/03/2011 - 04/11/2014
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (MILWAUKEE WI)
CT
04/04/2005 - 02/04/2011
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
MA
12/09/2002 - 09/15/2004
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
08/09/2002 - 12/06/2002
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 03/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 02/12/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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