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 Searfoss is a financial advisor currently registered with Waldron Private Wealth in BRIDGEVILLE, PA. Kevin has been a financial advisor for over 20 years, having previously worked with firms such as PURSHE KAPLAN STERLING INVESTMENTS, LPL FINANCIAL LLC, and NFP SECURITIES, INC. His areas of expertise include financial planning, insurance planning, and selection of other advisors. Kevin is also a certified financial planner and holds the Series 7, Series 63, and Series 65 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance planning
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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PA
12/12/2018 - Present
Waldron Private Wealth (BRIDGEVILLE PA)
PA
03/01/2013 - 01/02/2015
PURSHE KAPLAN STERLING INVESTMENTS (BRIDGEVILLE PA)
PA
05/22/2002 - 03/13/2013
LPL FINANCIAL LLC (BRIDGEVILLE PA)
TX
10/21/1999 - 06/17/2002
NFP SECURITIES, INC. (AUSTIN TX)
MN
03/23/1995 - 06/28/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/21/1995 - 06/28/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
08/05/1994 - 03/16/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
NY
07/13/1993 - 08/22/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 11/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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