Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Douglass Ellman is a financial advisor at Kestra Advisory Services, LLC. Kevin is also a Partner in Wealth Preservation Solutions, LLC, a full-service wealth management firm. Kevin has been in the financial services industry since 1991. Kevin has a wide range of experience in providing financial advice to individuals, families, and businesses. Kevin is a Certified Financial Planner. Kevin holds a variety of licenses and registrations, including Series 6, 7, 24, and 63.
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.
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.
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2
NJ
10/24/2023 - Present
Kestra Advisory Services, LLC (PARAMUS NJ)
IN
02/25/1992 - 01/31/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/25/1992 - 01/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
VA
07/23/1991 - 02/21/1992
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
MA
01/01/1991 - 07/23/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/01/1991 - 07/23/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 04/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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