Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Bettinger is a financial advisor registered with LPL Financial LLC. Kevin has been in the financial services industry since 2007. Kevin has a Series 66 license, a Series 7 license and a Securities Industry Essentials (SIE) license. Kevin is registered to offer financial and investment advice in Alaska, Arizona, California, Colorado, Florida, Iowa, Kansas, Michigan, Montana, Nebraska, Nevada, New Mexico, New York, North Dakota, South Carolina, South Dakota, Utah, Wisconsin, and Wyoming. Kevin is currently working with clients at the Buffalo, WY branch office of LPL Financial LLC.
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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2
WY
11/29/2017 - Present
LPL Financial LLC (BUFFALO WY)
WY
10/17/2011 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (BUFFALO WY)
WY
12/09/2010 - 10/25/2011
MORGAN STANLEY SMITH BARNEY (SHERIDAN WY)
WY
06/01/2009 - 10/11/2010
MORGAN STANLEY SMITH BARNEY (SHERIDAN WY)
WY
05/03/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHERIDAN WY)
BOTH
Issued 05/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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