Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Powers is a financial professional with over 20 years of experience in the financial services industry. He is currently registered with Lincoln Investment and has previously held positions at Global Atlantic Distributors, LLC, Lincoln Financial Distributors, Inc., Waddell & Reed, Inc., AXA Advisors, LLC, Hartford Life Distributors, LLC, Prudential Annuities Distributors, Inc, PlanMember Securities Corporation, Sammons Securities Company, LLC, Signator Investors, Inc., and Planco Financial Services, LLC. Kevin holds Series 6, Series 63, Series 99TO and SIE licenses. Kevin specializes in providing financial planning, portfolio management, and selection of other advisers. He is committed to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
PA
08/22/2024 - Present
Lincoln Investment (Fort Washington PA)
PA
05/15/2018 - 01/31/2024
GLOBAL ATLANTIC DISTRIBUTORS, LLC (WAYNE PA)
PA
06/20/2014 - 01/04/2018
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
03/13/2013 - 10/07/2013
WADDELL & REED, INC. (YARDLEY PA)
PA
09/18/2012 - 03/01/2013
AXA ADVISORS, LLC (BALA CYNWYD PA)
PA
03/20/2012 - 08/30/2012
HARTFORD LIFE DISTRIBUTORS, LLC (RADNOR PA)
PA
10/08/2010 - 02/08/2012
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
FL
05/14/2010 - 06/22/2010
PLANMEMBER SECURITIES CORPORATION (WEST PALM BEACH FL)
FL
09/09/2009 - 05/04/2010
SAMMONS SECURITIES COMPANY, LLC (BOCA RATON FL)
FL
01/28/2009 - 07/16/2009
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
PA
07/02/2002 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
BC
Issued 12/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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