Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Chew is a financial advisor with LPL Financial LLC. Kevin has been in the financial industry for almost 20 years and holds the Series 7 and Series 66 licenses. Kevin is registered to provide financial advice in Arizona, California, Florida, Illinois, North Carolina, Oregon, Texas, and Washington. Kevin previously worked with CUNA Brokerage Services, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., and Fidelity Brokerage Services LLC.
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.
Consulting and other non-discretionary advisory 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.
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CA
05/18/2022 - Present
LPL Financial LLC (SAN FRANCISCO CA)
CA
06/29/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (SAN FRANCISCO CA)
CA
10/01/2012 - 06/23/2021
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
07/21/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN FRANCISCO CA)
CA
02/28/2003 - 03/02/2009
FIDELITY BROKERAGE SERVICES LLC (BURLINGAME CA)
BOTH
Issued 07/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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