Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Elwood Stoddard is a financial advisor at LPL Financial LLC. Kevin has been in the financial industry since 1996. Kevin is registered in 19 states and has a strong background in providing financial advice. Kevin is a Chartered Financial Analyst and has a proven track record of success in helping clients achieve their financial goals. Kevin's firm, LPL Financial LLC, offers a wide range of financial products and services to individuals, families, and businesses.
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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MA
11/23/2021 - Present
LPL Financial LLC (MEDFIELD MA)
MA
11/15/2007 - 11/29/2017
NATIONAL PLANNING CORPORATION (QUINCY MA)
MA
11/16/2004 - 11/28/2007
SECURITIES AMERICA, INC. (QUINCY MA)
MA
02/12/2004 - 11/16/2004
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
10/09/2001 - 02/20/2004
DETWILER, MITCHELL, FENTON & GRAVES, INC. (BOSTON MA)
MA
09/18/1996 - 10/09/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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