Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Matthew Lindung is a financial advisor with over 24 years of experience in the industry. Kevin is currently registered with Janney Montgomery Scott LLC and has been with them since April 2021. Previously, Kevin worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from May 1998 until April 2021. Kevin is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Kevin has been registered with the state of Maryland since April 2021. Kevin has worked in Towson, Maryland, and has also worked in Baltimore, Maryland, and Hunt Valley, Maryland.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
MD
04/17/2021 - Present
Janney Montgomery Scott LLC (TOWSON MD)
MD
05/14/1998 - 04/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 05/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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