Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Doyle is a financial advisor with over 30 years of experience in the industry. Kevin Doyle is currently registered with LPL Financial LLC and IFS Group. Kevin Doyle specializes in providing financial advice and investment management services to a diverse range of clients, including individuals, families, businesses, and retirement plans. Kevin Doyle is committed to helping clients achieve their financial goals through personalized financial planning, investment strategies, and ongoing support.
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
02/09/2009 - Present
LPL Financial LLC (MECHANICSBURG PA)
PA
07/01/2003 - 02/02/2009
WACHOVIA SECURITIES, LLC (LEMOYNE PA)
NY
03/13/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
05/01/1993 - 12/13/1994
PRUDENTIAL RETIREMENT SERVICES, INC. (NEWARK NJ)
NA
11/17/1992 - 05/01/1993
PRUDENTIAL ASSET MANAGEMENT COMPANY SECURITIES CORPORATION
BOTH
Issued 04/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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