Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Taylor Twohy has over 20 years of experience in the financial services industry. Kevin is a registered representative with Planmember Securities Corp. and is licensed to offer investment advisory services in California. Kevin has worked with a range of clients, including individuals, families, businesses, and retirement plans. He is committed to providing his clients with personalized financial advice and guidance, helping them to achieve their financial goals. Kevin has extensive experience in a variety of areas, including retirement planning, investment management, and estate planning. He is also a certified financial planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
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.
1
2
CA
12/03/2003 - Present
Planmember Securities Corp. (CARPINTERIA CA)
IA
06/18/2002 - 12/04/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
NA
08/14/1985 - 10/21/1987
UNITED INVESTMENT SERVICES, INC.
NA
07/05/1985 - 08/22/1985
SENTRA SECURITIES CORPORATION
BOTH
Issued 02/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/02/1985
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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