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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Scorsone is a financial advisor with LPL Financial LLC. Kevin has been in the industry since 2005 and is registered in Michigan. Kevin has a broad range of experience in the financial services industry and holds several licenses and certifications, including Series 6, 7, 24, 52, 53, and 63, as well as the SIE exam. Kevin has previously worked for CETERA INVESTMENT SERVICES LLC and Chase Investment Services Corp. Kevin provides financial advice to individuals, 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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2
MI
07/20/2018 - Present
LPL Financial LLC (SAGINAW MI)
MI
10/24/2012 - 05/17/2018
CETERA INVESTMENT SERVICES LLC (MIDLAND MI)
MI
07/06/2005 - 06/01/2011
CHASE INVESTMENT SERVICES CORP. (FLINT MI)
IL
12/03/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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