Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gray is a financial advisor with LPL Financial LLC. Kevin has been in the financial services industry since 2010 and holds Series 7, 6, 63, and 65 licenses. Kevin is also a Certified Financial Planner and has experience with a variety of financial planning services. Kevin has worked with LPL Financial LLC since 2018. Before that, Kevin worked with NYLIFE DISTRIBUTORS LLC, Northern Lights Distributors, LLC, and ING Financial Partners, Inc.
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
FL
07/30/2024 - Present
LPL Financial LLC (FORT LAUDERDALE FL)
NJ
12/07/2018 - 10/07/2021
LPL FINANCIAL LLC (HOBOKEN NJ)
NE
11/11/2015 - 07/02/2018
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NY
09/21/2011 - 09/23/2015
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
PA
07/26/2010 - 06/09/2011
ING FINANCIAL PARTNERS, INC. (PHILADELPHIA PA)
BC
Issued 08/15/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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