Unclaimed
Kevin Blondina is a financial advisor at LPL Financial LLC. Kevin has over 30 years of experience in the financial services industry. Kevin specializes in working with individual investors, corporations, and charitable organizations. Kevin's firm, LPL Financial LLC, is a leading independent broker-dealer and investment advisor. The firm provides a wide range of financial services, including investment management, financial planning, and retirement planning.
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
NJ
02/27/2020 - Present
LPL Financial LLC (SPARTA NJ)
NJ
06/16/2000 - 02/28/2020
CADARET, GRANT & CO., INC. (SPARTA NJ)
GA
10/10/1994 - 06/19/2000
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
07/30/1992 - 11/03/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
08/26/1994 - 09/19/1994
ADVANTAGE CAPITAL CORPORATION
MA
03/20/1990 - 10/17/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
05/24/1989 - 02/10/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 12/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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