Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Mancini is an Investment Advisor Representative associated with Osaic Institutions, Inc. Kevin has 20 years of experience in the industry. Kevin is licensed to conduct business in Connecticut and Massachusetts. Kevin specializes in providing financial planning, pension consulting and educational seminars to individuals, corporations or other businesses, and charitable organizations. Kevin also offers solicitation services for other advisors and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
10/29/2008 - Present
Osaic Institutions, Inc. (MERIDEN CT)
CT
01/25/2001 - 01/20/2006
INFINEX INVESTMENTS, INC. (MERIDEN CT)
RI
07/17/2000 - 01/23/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 10/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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