Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Christopher Valentine is a financial advisor with LPL Financial LLC. Kevin has been in the financial services industry since 2020. Kevin's experience includes previous roles with NYLIFE Securities LLC, HADLEY FINANCIAL GROUP, and Citizens Securities, Inc. Kevin is registered to provide investment advice in New York, Texas, and Vermont. Kevin holds the Series 63, Series 66, Series 7 and SIE licenses.
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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2
VT
10/11/2024 - Present
LPL Financial LLC (WATERBURY VT)
VT
07/16/2020 - 01/20/2023
NYLIFE SECURITIES LLC (COLCHESTER VT)
BOTH
Issued 02/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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