Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Belanger is a Registered Representative and Investment Adviser Representative with LPL Financial LLC. Kevin has been working in the financial industry since July 1, 2018. Kevin has a Series 66 license. Kevin is also a Registered Options Principal and General Securities Principal. Kevin has a history of working with clients in the Edison, NJ area and has worked for Foresters Financial Services, Inc. and LPL Financial LLC in the past.
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
SC
12/07/2020 - Present
LPL Financial LLC (FORT MILL SC)
NJ
06/14/2018 - 08/02/2019
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
BOTH
Issued 12/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2022
Series 4 - Registered Options Principal Examination
BC
Issued 07/02/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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