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 Palmieri is an investment advisor representative who has been in the industry since 1993. Kevin is registered with the state of Connecticut and is currently employed with Integrated Wealth Concepts LLC. Previously, Kevin was registered with LINCOLN FINANCIAL ADVISORS CORPORATION and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Kevin has passed the Series 6, Series 63, and Series 65 exams. Kevin is a coach for the Southington High School Centre Court Club. Kevin is a specialist in financial planning, pension consulting, and selection of other advisors. Kevin provides financial planning, retirement planning, and investment management services to individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
06/29/2021 - Present
Integrated Wealth Concepts LLC (Glastonbury CT)
CT
12/04/2003 - 10/21/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (GLASTONBURY CT)
CT
12/04/2003 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (GLASTONBURY CT)
MA
02/22/1993 - 12/16/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 01/15/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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