Unclaimed
Kevin Michael Flynn is a financial advisor with over 20 years of experience in the industry. Kevin is currently registered with Lincoln Financial Distributors, Inc. and has previously worked with Nationwide Investment Services Corporation, CCO Investment Services Corp., and Putnam Retail Management Limited Partnership. Kevin holds Series 6, 7, 24, and 63 licenses. Kevin is licensed to provide investment advice in Massachusetts, Rhode Island, and Vermont.
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.
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.
1
2
PA
01/17/2019 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
OH
09/20/2005 - 01/22/2019
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
RI
11/24/2004 - 09/26/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
06/09/2000 - 09/07/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 03/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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