Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cummings is a financial advisor based in Cadillac, MI with over 25 years of experience in the financial services industry. Kevin is a registered representative of Osaic Wealth, Inc. and is currently licensed to provide financial and investment advice in Georgia, Michigan, and North Carolina. Kevin has also held previous positions at Sigma Financial Corporation, The O.N. Equity Sales Company, Securian Financial Services, Inc., and Capital Brokerage Corporation. Kevin holds the Series 6 and Series 63 licenses as well as the SIE. Kevin specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
09/15/2023 - Present
Osaic Wealth, Inc. (CADILLAC MI)
MI
06/14/2006 - 09/15/2023
SIGMA FINANCIAL CORPORATION (CADILLAC MI)
MI
01/14/2005 - 06/15/2006
THE O.N. EQUITY SALES COMPANY (CADILLAC MI)
MN
01/16/2004 - 01/24/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
VA
06/30/1998 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 05/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Cummings is the right advisor for you? Invested Better is here to help.
