Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Orsinger is a financial advisor associated with LPL Financial LLC in Greenville, PA. Kevin has over 20 years of experience in the financial services industry. Kevin is registered to provide investment advisory services in Pennsylvania and Texas. Kevin holds the following FINRA licenses: Series 7, Series 24, and Series 63. Kevin also holds a Series 65 license to provide investment advice. Kevin is a strong advocate for creating personalized financial plans for individuals, businesses, and families. Kevin is also a licensed insurance agent and is committed to providing comprehensive financial solutions to help clients reach their goals.
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
PA
04/02/2024 - Present
LPL Financial LLC (GREENVILLE PA)
PA
10/01/2010 - 04/05/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Greenville PA)
PA
03/04/2002 - 10/07/2010
WALNUT STREET SECURITIES, INC. (GREENVILLE PA)
NY
12/22/2000 - 10/29/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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