Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Obrien is a registered investment advisor representative in New Hampshire. Kevin has been in the securities industry for over 30 years, and is currently associated with Creative Financial Strategies, Inc., where they have been since December 1993. Prior to that, Kevin was associated with several firms, including Purshe Kaplan Sterling Investments, Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Chubb Securities Corporation, PML Securities Company, and Phoenix Equity Planning Corporation. Kevin holds several licenses and certifications, including the Series 6, 7, 24, 26, 63, and 65 exams. Kevin also serves as a trustee of The Renate Sanghavi Revocable Trust of 2003.
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.
Services to include quarterly performance review meetings and portfolio or strategist selection & tax advice
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.
Portion of the fee paid to third-party asset program
1
2
NH
11/02/1995 - Present
Creative Financial Strategies, Inc. (LITTLETON NH)
NH
03/30/2005 - 05/26/2015
PURSHE KAPLAN STERLING INVESTMENTS (LITTLETON NH)
CA
08/01/2003 - 03/31/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
10/05/1995 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IN
04/06/1993 - 10/10/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
DE
08/17/1992 - 04/08/1993
PML SECURITIES COMPANY (NEWARK DE)
NA
12/01/1975 - 05/10/1988
PHOENIX EQUITY PLANNING CORPORATION
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 05/29/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/26/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/20/1975
Series 1 - Registered Representative Examination
Active
Inactive
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