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 Shea is a financial advisor with over 20 years of experience in the financial services industry. Kevin is currently employed by Choreo, LLC and is licensed in New York, Texas and Virginia. Kevin is a Certified Financial Planner and holds the Series 6, 63, and 65 licenses. Previously, Kevin was employed by Cambridge Investment Research, Inc. and has experience in various financial services roles including serving as an insurance agent. Kevin works with a wide range of clients including high-net-worth individuals, corporations, and charitable organizations. Kevin specializes in financial planning, portfolio management, retirement planning, and other advisory services. Kevin is committed to providing his clients with personalized financial advice and helping them 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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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2
IL
01/30/2023 - Present
Choreo, LLC (ROCKFORD IL)
VA
03/18/2005 - 10/17/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (VIRGINIA BEACH VA)
OH
08/04/2004 - 03/21/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
NY
12/11/2003 - 08/20/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
AZ
03/16/2001 - 09/29/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 05/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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