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 Quinn is a registered representative with Mutual of Omaha Investor Services, Inc. Kevin is licensed in Arizona, Georgia, and Nebraska. Kevin has 2 state exams, 2 product exams, and has been in the industry for 203 days. Kevin specializes in providing financial planning, selection of other advisers and portfolio management for individuals. Kevin also works as an insurance agent for Mutual of Omaha Insurance Company.
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.
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.
Promoter fees and third party money manager fees
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2
CO
03/08/2024 - Present
Mutual OF Omaha Investor Services, Inc. (Denver CO)
BC
Issued 05/30/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/09/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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