Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Trinidad is a financial advisor with over 17 years of experience in the financial services industry. Kevin is currently registered with Ameritas Advisory Services, LLC and has been with them since November 2021. Kevin has also held previous positions with Pruco Securities, LLC, Mutual of Omaha Investor Services, Inc., SunStreet Securities, LLC, QA3 Financial Corp., and PFS Investments Inc. Kevin is a licensed investment advisor representative in the state of Illinois and is also registered as a securities agent in Indiana.
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.
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.
Solicitor fees
1
2
IL
11/01/2021 - Present
Ameritas Advisory Services, LLC (Oakbrook Terrace IL)
IL
02/07/2019 - 10/12/2020
PRUCO SECURITIES, LLC. (DOWNERS GROVE IL)
IL
10/28/2014 - 01/31/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OAK BROOK IL)
IL
04/09/2010 - 10/10/2014
SUNSTREET SECURITIES, LLC (PLAINFIELD IL)
IL
07/20/2009 - 11/05/2009
QA3 FINANCIAL CORP. (OAKBROOK TERRACE IL)
GA
07/15/2003 - 08/28/2008
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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