Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Boman is a registered representative with Bahl & Gaynor Inc. Kevin has been in the industry since February 5, 2010 and has worked with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and investment companies. Kevin specializes in providing financial planning, portfolio management, and educational seminars. Kevin holds the Series 7, Series 66, and Series 79TO licenses. Prior to joining Bahl & Gaynor Inc., Kevin worked at Advisors Asset Management, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
NJ
02/28/2024 - Present
Bahl & Gaynor Inc. (Princeton NJ)
NJ
10/19/2009 - 06/30/2023
ADVISORS ASSET MANAGEMENT, INC. (PRINCETON NJ)
BOTH
Issued 11/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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