Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kelleher is an investment advisor representative at LPL Financial LLC. Kevin has been in the financial industry since 2009. Kevin has a Series 7, Series 63, and Series 65 licenses. Kevin is also a registered investment advisor in Florida and Kentucky. Kevin is a specialist in financial planning and retirement planning. Previously, Kevin worked for Wells Fargo Clearing Services, LLC, NYLIFE Securities LLC and Ameriprise Financial Services, 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
04/10/2024 - Present
LPL Financial LLC (FORT LAUDERDALE FL)
FL
12/02/2010 - 04/16/2024
WELLS FARGO CLEARING SERVICES, LLC (LAUDERHILL FL)
MD
10/09/2009 - 08/03/2010
NYLIFE SECURITIES LLC (COLUMBIA MD)
MD
02/04/2009 - 03/18/2009
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
IA
Issued 07/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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