Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Edmund Yurch is an investment advisor representative with LPL Financial LLC. Kevin has been in the industry since 2012, and has held previous positions with Waddell & Reed, Citizens Securities, Inc., Santander Securities LLC, and Northwestern Mutual Investment Services, LLC. Kevin is registered in Massachusetts, Texas, California, Connecticut, Florida, Maryland, New Hampshire, New York, North Carolina, and Rhode Island. Kevin's areas of expertise include financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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
07/21/2021 - Present
LPL Financial LLC (WOBURN MA)
MA
05/15/2020 - 07/21/2021
WADDELL & REED (WOBURN MA)
MA
10/11/2016 - 05/18/2020
CITIZENS SECURITIES, INC. (BOSTON MA)
MA
01/30/2013 - 09/21/2016
SANTANDER SECURITIES LLC (LEXINGTON MA)
CT
08/03/2011 - 03/22/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)
IA
Issued 01/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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