Unclaimed
Kevin Ferland is a financial advisor at LPL Financial LLC. Kevin Ferland has been a registered representative in the securities industry since November 2, 1999. Kevin Ferland has passed the Series 6, 7, 24, 63, and 66 exams. Kevin Ferland's registrations include: Connecticut, Maine, Massachusetts, New Hampshire, Vermont. Kevin Ferland has also worked at MUTUAL SERVICE CORPORATION and ROYAL ALLIANCE ASSOCIATES, INC.. Kevin Ferland is an active member of the securities industry.
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
NH
08/02/2007 - Present
LPL Financial LLC (DOVER NH)
NH
08/10/2005 - 12/31/2007
MUTUAL SERVICE CORPORATION (DOVER NH)
AZ
11/02/1999 - 08/08/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 11/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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