Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Halloran is a financial advisor with LPL Financial LLC. Kevin has been in the financial industry since 1986 and has a broad range of experience. Kevin holds the Series 6, 7, 24, 26, 51, 63 and 65 licenses. Kevin is registered in 37 states and 2 of those registrations are for Investment Advisor. Kevin is a licensed insurance agent with experience in both fixed life and long term care insurance products. Kevin has a strong background in portfolio management and financial planning, and provides advisory services to individuals, businesses and charitable organizations. Kevin works with clients from a variety of backgrounds, including high net worth individuals, families, and retirement plan participants.
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
06/24/2011 - Present
LPL Financial LLC (NASHUA NH)
CT
08/30/1993 - 06/03/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
01/07/1993 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION
CT
05/22/1986 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 03/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 02/02/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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