Unclaimed
Kevin James Sandin is a financial advisor with over 29 years of experience in the financial services industry. Kevin joined LPL Financial LLC in 2011 and currently holds a Series 7, Series 63 and Series 65 license. Kevin has been registered with the state of Michigan since 2011, and is also registered with the state of Texas. Prior to working with LPL Financial LLC, Kevin worked at Comerica Securities, Fifth Third Securities, Inc., Old Kent Financial Advisors, First of America Brokerage Service, Inc., GNA Securities, Inc. and Prudential Securities Incorporated. Kevin's experience spans a variety of firms and industries, giving him a broad understanding of the financial markets. Kevin is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
MI
12/07/2020 - Present
LPL Financial LLC (MUSKEGON MI)
MI
10/07/2005 - 08/09/2011
COMERICA SECURITIES (MUSKEGON MI)
OH
05/02/2001 - 10/10/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MI
05/27/1999 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
OH
03/28/1996 - 05/26/1999
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
VA
05/25/1993 - 06/23/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
04/15/1992 - 03/03/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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