Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin James Leblanc is a financial advisor with over 35 years of experience in the industry. Kevin is currently registered with Arete Wealth Advisors, LLC and has held previous registrations with firms such as Center Street Securities, Inc., Securities America, Inc., and Woodbury Financial Services, Inc. Kevin provides financial advice and portfolio management services to individuals, corporations, and pension and profit-sharing plans. Kevin is also a registered insurance agent, with 30 years of experience.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
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2
TN
03/31/2023 - Present
Arete Wealth Advisors, LLC (Knoxville TN)
TN
06/02/2017 - 12/01/2023
CENTER STREET SECURITIES, INC. (KNOXVILLE TN)
TN
07/29/2011 - 06/05/2017
SECURITIES AMERICA, INC. (KNOXVILLE TN)
TN
01/06/2009 - 08/26/2011
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
TN
11/23/2004 - 01/05/2009
SECURIAN FINANCIAL SERVICES, INC. (KNOXVILLE TN)
MA
04/26/2002 - 11/16/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
IN
10/01/1997 - 04/17/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
01/05/1988 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BOTH
Issued 07/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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