Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Reitz is a financial advisor with LPL Financial LLC and has been in the industry since 2021. Kevin has a strong background in finance and has experience working with individuals, families, and businesses. He provides financial planning, portfolio management, and other advisory services. Kevin holds Series 63, 66, and 7 licenses, as well as the SIE exam. He has also worked at TIAA-CREF Individual & Institutional Services, LLC. Kevin is committed to providing his clients with personalized financial advice and guidance.
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.
1
2
WI
07/07/2022 - Present
LPL Financial LLC (HUBERTUS WI)
NY
06/23/2021 - 10/05/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
BOTH
Issued 01/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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