Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gerard White is a financial advisor registered with LPL Financial LLC in Long Beach, NY. Kevin has been working in the financial services industry since 2010. Prior to joining LPL, Kevin worked at Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney and Maxim Group LLC. Kevin is licensed in Arizona, Connecticut, Florida, New Jersey and New York. Kevin holds FINRA licenses Series 63, Series 7, and Series 65 and the SIE license. Kevin's specializations include: * Investment Advisory Services * Investment Management * Financial Planning * Retirement Planning * Insurance * Estate 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.
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NY
11/14/2022 - Present
LPL Financial LLC (LONG BEACH NY)
NY
11/13/2018 - 10/14/2022
FIDELITY BROKERAGE SERVICES LLC (SCARSDALE NY)
NY
08/22/2016 - 10/03/2017
LPL FINANCIAL LLC (HARRISON NY)
NY
05/30/2014 - 09/07/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/03/2011 - 05/27/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAYSIDE NY)
NY
03/08/2010 - 10/14/2011
MORGAN STANLEY SMITH BARNEY (GARDEN CITY NY)
NY
08/04/2008 - 06/03/2009
MAXIM GROUP LLC (NEW YORK NY)
IA
Issued 03/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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