Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Corkery is a financial advisor with LPL Financial LLC in Oneonta, NY. Kevin has over 24 years of experience in the financial services industry. Kevin is licensed to provide financial advice in New York and Pennsylvania. Kevin is a registered representative and investment advisor representative with LPL Financial LLC.
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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NY
10/19/2018 - Present
LPL Financial LLC (ONEONTA NY)
NY
12/08/2009 - 08/26/2015
J.W. COLE FINANCIAL, INC. (ONEONTA NY)
NY
11/20/2006 - 12/07/2009
MML INVESTORS SERVICES, INC. (ONEONTA NY)
NY
10/25/2000 - 11/30/2006
EQUITY SERVICES, INC. (ONEONTA NY)
NJ
04/28/1997 - 10/23/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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