Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ernest Phelan is a financial advisor who has been in the industry since May 19, 1995. Kevin is currently registered with LPL Financial LLC, and has held previous positions at Medallion Investment Services, Inc., Securities Service Network, Inc., Hochman & Baker Securities, Inc., and Mack Investment Securities, Inc. Kevin holds the Series 63, Series 7, and SIE licenses. Kevin specializes in providing investment advice to individuals and businesses, with a particular focus on retirement planning and investment management.
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
IL
06/30/1999 - Present
LPL Financial LLC (BLOOMINGDALE IL)
MD
01/04/1999 - 07/08/1999
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
TN
07/31/1997 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
CT
09/20/1995 - 08/11/1997
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IL
05/11/1995 - 09/13/1995
MACK INVESTMENT SECURITIES, INC. (NORTHFIELD IL)
BC
Issued 07/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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