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 Smith is an investment advisor representative with Flagship Harbor Advisors, LLC, based in Boston, Massachusetts. Kevin has been in the industry since 2001 and holds Series 7, 63, and 66 licenses. Kevin's primary focus is on providing financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Kevin also has experience with educational seminars and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MA
06/25/2015 - Present
Flagship Harbor Advisors, LLC (BOSTON MA)
MA
10/18/2013 - 07/01/2015
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
08/19/2010 - 10/24/2013
MORGAN STANLEY (BOSTON MA)
MA
01/01/2009 - 10/16/2009
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (NORTH ANDOVER MA)
CT
11/28/2006 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
01/17/2001 - 11/03/2006
BEAR, STEARNS & CO. INC. (BOSTON MA)
BOTH
Issued 08/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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