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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 Michael Finn has been in the financial services industry for over 20 years. Currently, Kevin Michael Finn is registered with Harbour Investments, Inc. Kevin Michael Finn has been with Harbour Investments, Inc. since July 2009. Kevin Michael Finn is also registered with the state of Michigan as an Investment Adviser Representative. Kevin Michael Finn has held previous registrations with LPL Financial Corporation, IFMG Securities, Inc., LaSalle Financial Services, Inc., ABN AMRO Financial Services, Inc., American United Life Insurance Company and AUL Equity Sales Corp.. Kevin Michael Finn holds licenses in both the brokerage and advisory fields and has passed a variety of securities exams. Kevin Michael Finn specializes in working with high-net-worth individuals, corporations, and other businesses. Kevin Michael Finn offers a variety of financial planning services including investment management, retirement planning, and college savings planning. Kevin Michael Finn is also a registered independent insurance agent and can offer a variety of insurance products.
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.
Helps you choose top advisors aligned with your financial 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
10/06/2010 - Present
Harbour Investments, Inc. (CHARLEVOIX MI)
MI
03/04/2008 - 07/29/2009
LPL FINANCIAL CORPORATION (FOWLERVILLE MI)
MI
02/06/2007 - 03/04/2008
IFMG SECURITIES, INC. (PORTAGE MI)
MI
06/02/2004 - 02/21/2007
LASALLE FINANCIAL SERVICES, INC. (BROOKLYN MI)
IL
04/20/2000 - 06/01/2004
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
IN
01/04/2000 - 04/27/2000
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
01/04/2000 - 04/27/2000
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IA
Issued 01/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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