Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Phillip Mc nair is an experienced financial advisor with over 30 years of experience in the industry. Kevin has a strong track record of success in providing financial guidance and investment strategies to individuals, families, and businesses. Kevin currently works with Lincoln Investment, a well-established firm that offers a wide range of financial products and services. Previous to Lincoln Investment, Kevin was with Ameriprise Financial Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Kevin is committed to providing personalized service and helping clients achieve their financial goals. Kevin holds several licenses and certifications including Series 6, Series 7, Series 63, and Series 65. Kevin is also a Chartered Financial Consultant.
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.
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.
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2
RI
11/12/2024 - Present
Lincoln Investment (Barrington RI)
RI
08/15/2008 - 09/14/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CRANSTON RI)
MA
06/26/2002 - 08/27/2008
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/26/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/28/2001 - 07/01/2002
QUICK & REILLY, INC. (NEW YORK NY)
IL
03/30/2001 - 05/16/2001
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
08/31/1999 - 11/22/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/20/1997 - 08/31/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/28/1991 - 04/28/1997
COPELAND EQUITIES, INC. (SOMERSET NJ)
NA
05/06/1983 - 03/13/1984
EQUICO SECURITIES, INC.
NA
05/06/1983 - 02/27/1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 04/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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