Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Flynn is a financial advisor with over 15 years of experience in the industry. Kevin Flynn has a strong background in providing investment advisory services to individuals and businesses. Kevin Flynn has a Series 6, 7, 63, and 65 securities licenses and is registered with Wells Fargo Clearing Services, LLC in Glastonbury, Connecticut. Kevin Flynn previously worked with Ceros Financial Services, Inc. in Old Lyme, Connecticut and Securities Service Network, Inc. in Wethersfield, Connecticut.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CT
01/10/2018 - Present
Wells Fargo Clearing Services, LLC (GLASTONBURY CT)
CT
03/14/2016 - 07/24/2017
CEROS FINANCIAL SERVICES, INC. (Old Lyme CT)
CT
11/26/2008 - 03/02/2016
SECURITIES SERVICE NETWORK, INC. (WETHERSFIELD CT)
CT
11/30/2005 - 12/08/2008
NEW ENGLAND SECURITIES (WEST HARTFORD CT)
IA
Issued 12/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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