Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lamberson is a financial professional with over 7 years of experience in the securities industry. Kevin is a registered representative with GWN Securities Inc. Kevin has a strong background in financial planning, portfolio management and market timing services. Kevin holds the Series 6, 7, 63, 65 and SIE licenses and is a Chartered Financial Consultant. Kevin has worked for several firms including Pruco Securities LLC, MML Investors Services, LLC, AXA Advisors, LLC and NYLIFE Securities LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
10/12/2021 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
NJ
09/10/2019 - 10/08/2021
PRUCO SECURITIES, LLC. (Toms River NJ)
NJ
02/05/2019 - 05/03/2019
MML INVESTORS SERVICES, LLC (Edison NJ)
NJ
10/02/2015 - 01/24/2019
PRUCO SECURITIES, LLC. (BRICK NJ)
NJ
03/11/2014 - 10/06/2015
AXA ADVISORS, LLC (WALL NJ)
NJ
10/11/2013 - 10/30/2013
NYLIFE SECURITIES LLC (EDISON NJ)
IA
Issued 10/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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