Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Morin is a financial advisor with IC Advisory Services, Inc., a firm with over 220 registered representatives. Kevin has been working in the financial industry since 1986 and has a wide range of experience serving individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Kevin is a Certified Financial Planner and has extensive experience in financial planning, portfolio management for individuals and businesses, and selection of other advisers. Kevin has previously worked at PGP Financial, Inc., Main Street Management Company, and Locust Street Securities, Inc..
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
08/08/2014 - Present
IC Advisory Services, Inc. (BRIDGEWATER NJ)
CT
05/18/2004 - 12/31/2005
PGP FINANCIAL, INC. (GROTON CT)
MA
10/29/2001 - 05/17/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
IA
04/16/1998 - 11/28/2001
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
04/01/1996 - 04/16/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
04/14/1994 - 12/31/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
NE
01/17/1991 - 04/14/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
03/29/1989 - 11/19/1990
MONY SECURITIES CORP. (NEW YORK NY)
NY
03/29/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
07/08/1986 - 07/27/1988
NORTH AMERICAN INVESTMENT CORP.
NA
09/16/1985 - 06/10/1986
PHOENIX EQUITY PLANNING CORPORATION
NA
02/19/1985 - 07/19/1985
PW SECURITIES, INC.
NA
01/03/1985 - 02/26/1985
NORTH AMERICAN INVESTMENT CORP.
NA
05/31/1984 - 12/12/1984
DAVID LERNER ASSOCIATES, INC.
BC
Issued 06/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/1984
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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