Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Luke Lynch is an investment advisor representative with First Heartland Consultants, Inc. based in Hillsborough, NJ. Kevin has been in the financial industry since 2004. Kevin is registered with FINRA and the State of New Jersey. Prior to joining First Heartland Consultants, Inc., Kevin was an Investment Advisor Representative with United Planners' Financial Services of America A Limited Partner, BCG Securities, Inc., Investors Center, Inc. and Prudential-Bache Securities Inc. Kevin holds Series 6, Series 7, Series 63 and Series 65 licenses. Kevin specializes in providing 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
11/01/2016 - Present
First Heartland Consultants, Inc. (HILLSBOROUGH NJ)
NJ
03/06/2014 - 11/02/2016
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (HILLSBOROUGH NJ)
NJ
03/06/2008 - 03/07/2014
BCG SECURITIES, INC. (HILLSBOROUGH NJ)
NA
11/12/1987 - 11/04/1988
INVESTORS CENTER, INC.
NA
03/19/1985 - 01/19/1988
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 04/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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