Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Arquette is a financial advisor with Commonwealth Financial Network, a registered investment advisor headquartered in Waltham, Massachusetts. Kevin has over 20 years of experience in the financial services industry. He is a Certified Financial Planner™ professional and has been recognized for his expertise in financial planning, retirement planning, and investment management. Kevin has a strong track record of providing personalized financial advice and solutions to individuals, families, and businesses. Kevin also provides insurance sales services, spending 15% of his time on this during business hours. Kevin is committed to helping his clients achieve their financial goals and live their best lives.
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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2
FL
07/29/2022 - Present
Commonwealth Financial Network (Lutz FL)
FL
07/05/2011 - 07/29/2013
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
04/13/2010 - 04/01/2011
BB&T INVESTMENT SERVICES, INC. (TRINITY FL)
MI
07/06/2005 - 04/05/2010
CHASE INVESTMENT SERVICES CORP. (LANSING MI)
IL
10/23/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
02/14/2001 - 08/23/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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