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 Serensits is a financial advisor with Truist Advisory Services, Inc., located in Allentown, PA. Kevin has over 40 years of experience in the financial industry. Kevin is a registered representative with FINRA and a registered investment advisor in Pennsylvania. Kevin specializes in providing financial planning and investment advice to individuals, families, businesses, and charitable organizations. Kevin also provides financial profiling services using desktop software.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
PA
02/17/2021 - Present
Truist Advisory Services, Inc. (ALLENTOWN PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ALLENTOWN PA)
PA
10/16/2007 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (ALLENTOWN PA)
PA
12/21/2001 - 10/17/2007
KNBT SECURITIES, INC. (BETHLEHEM PA)
PA
03/23/1981 - 07/06/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
IA
Issued 04/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1985
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/11/1983
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/25/1983
Series 4 - Registered Options Principal Examination
BC
Issued 11/24/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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