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 Carbin is a financial advisor who has been in the industry since 1986. Kevin is registered with Commonwealth Financial Network, a firm with over 3,300 investment advisor representatives and over $177 billion in regulatory assets under management. Kevin also holds a Certified Financial Planner designation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ME
01/07/2003 - Present
Commonwealth Financial Network (Auburn ME)
NA
12/08/1994 - 12/11/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
CT
01/10/1992 - 12/22/1994
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
09/05/1989 - 12/12/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
04/27/1987 - 08/26/1989
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
04/23/1986 - 04/28/1987
EQUICO SECURITIES, INC.
NA
04/23/1986 - 04/11/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 12/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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