Unclaimed
Kevin J Kehres is a financial advisor with over 10 years of experience in the industry. Kevin is registered with LPL Financial LLC in Illinois as a Registered Representative and Investment Advisor Representative. Kevin has a Series 7TO, Series 63 and SIE license and is also a Chartered Financial Analyst. Prior to joining LPL Financial LLC, Kevin worked at BNP Paribas Asset Management in New York, NY. Kevin's clients include individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kevin has specialized experience in investment management, financial planning, and pension consulting.
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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2
IL
07/01/2020 - Present
LPL Financial LLC (CHICAGO IL)
BC
Issued 06/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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