Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Winthrop Paasch is an active advisor in the state of Virginia and holds the Series 63, 65, 66, 7, 9, 10 and 24 licenses. Kevin has been a licensed broker-dealer since 1992 and has experience with MML Investors Services, LLC and INVESTACORP, INC. Kevin is affiliated with MML Investors Services, LLC in Virginia Beach.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
08/17/2005 - Present
MML Investors Services, LLC (Virginia Beach VA)
FL
10/29/2004 - 08/12/2005
INVESTACORP, INC. (MIAMI FL)
MA
10/20/2004 - 11/04/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/21/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
01/01/1993 - 04/19/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MN
02/20/1992 - 12/21/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/20/1992 - 12/21/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/1992
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/19/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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