Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Joseph Parker is a financial advisor with over 20 years of experience in the industry. Kevin is registered with LPL Financial LLC in Hummelstown, Pennsylvania. Previously, Kevin was registered with CUSO FINANCIAL SERVICES, L.P. in Harrisburg, Pennsylvania; RAYMOND JAMES FINANCIAL SERVICES, INC. in St. Petersburg, Florida; FIRST UNION SECURITIES, INC. in St. Louis, Missouri; FIRST UNION BROKERAGE SERVICES, INC. in Charlotte, North Carolina; and NATIONAL PLANNING CORPORATION in Los Angeles, California. Kevin holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Kevin offers a variety of financial services including financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.
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
PA
12/15/2011 - Present
LPL Financial LLC (HUMMELSTOWN PA)
PA
06/14/2002 - 12/16/2011
CUSO FINANCIAL SERVICES, L.P. (HARRISBURG PA)
FL
11/10/2000 - 06/18/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
10/01/2000 - 11/06/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/07/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
CA
07/27/1999 - 09/22/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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