Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Guarino is a financial advisor with over 4 years of experience in the industry. Kevin is registered with LPL Financial LLC in New York, New Jersey, and Indiana. Kevin has been a financial advisor since 2019 and has been registered with LPL Financial LLC since June 2020. Kevin is a graduate of the Fairport Central School District and holds a Series 7TO, SIE, and Series 66 license. Kevin is also a member of the Clover Leaf Financial LLC team. Kevin specializes in providing financial advice and investment management services to a variety of clients, including individuals, families, businesses, and charitable organizations.
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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NJ
08/03/2021 - Present
LPL Financial LLC (JERSEY CITY NJ)
NY
11/19/2019 - 06/01/2020
CETERA ADVISOR NETWORKS LLC (FAIRPORT NY)
BOTH
Issued 01/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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