Unclaimed
Kevin Patrick Newman is an investment advisor representative at Ausdal Financial Partners, Inc. located in Oak Brook, Illinois. Kevin is a registered investment advisor representative in Illinois and Texas and holds the Series 7, Series 63, Series 65, and SIE securities licenses. Kevin has been in the securities industry since 2013. In addition to working at Ausdal Financial Partners, Inc., Kevin is also an insurance producer for Newman and Associates LTD in Oak Brook, Illinois. Kevin specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other businesses.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
02/04/2022 - Present
Ausdal Financial Partners, Inc. (OAK BROOK IL)
IL
01/17/2019 - 02/05/2019
PRINCIPAL SECURITIES, INC. (DOWNERS GROVE IL)
IL
11/08/2013 - 01/03/2019
AUSDAL FINANCIAL PARTNERS, INC. (OAK BROOK IL)
IA
Issued 07/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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