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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Raftery is a financial advisor with over 19 years of experience in the industry. Kevin is currently registered with LPL Financial LLC, where Kevin provides investment advisory services to individuals, corporations, and institutions. Prior to joining LPL Financial LLC, Kevin was employed by UVEST FINANCIAL SERVICES GROUP, INC. from 2004 to 2010. Kevin holds Series 3, 6, 7, 63, and 65 licenses, and is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, New Mexico, North Carolina, Tennessee, Texas, and Wisconsin. Kevin's areas of expertise include financial planning, portfolio management, and consulting.
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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IL
07/31/2018 - Present
LPL Financial LLC (TINLEY PARK IL)
IL
05/10/2004 - 11/10/2010
UVEST FINANCIAL SERVICES GROUP, INC. (TINLEY PARK IL)
IA
Issued 11/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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