Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin E. McGillivray is an investment advisor representative with LPL Financial LLC in Andover, Massachusetts. Kevin has been working in the financial services industry since 2002. Kevin is registered with the state of Massachusetts and holds the Series 66, Series 7, Series 24 and SIE licenses. Kevin has been associated with LPL Financial LLC since 2013. Prior to that, Kevin was employed at CSSC Brokerage Services, Inc., and Mutual Service Corporation.
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
MA
11/04/2013 - Present
LPL Financial LLC (ANDOVER MA)
MA
03/21/2007 - 11/27/2013
CSSC BROKERAGE SERVICES, INC. (DANVERS MA)
MA
11/14/2002 - 03/21/2007
MUTUAL SERVICE CORPORATION (DANVERS MA)
BOTH
Issued 12/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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