Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Paul Glass is a financial advisor currently registered with LPL Financial LLC. Kevin has been in the industry since October 1997. Kevin holds a Series 7, Series 24, and Series 66 securities licenses. Kevin is registered in 17 states. Kevin has experience with a variety of financial products and services, including fixed insurance, tax preparation, and investment management. Previous firms Kevin was affiliated with include Raymond James Financial Services, Inc., ProEquities, Inc., PaineWebber Incorporated, Lloyd Wade Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and La Jolla Capital Corporation. Kevin is located in Saint Marys, Ohio.
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
OH
10/15/2009 - Present
LPL Financial LLC (SAINT MARYS OH)
OH
04/07/1999 - 04/28/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (CELINA OH)
AL
07/24/1998 - 04/07/1999
PROEQUITIES, INC. (BIRMINGHAM AL)
NJ
03/27/1998 - 07/13/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
TX
11/03/1997 - 02/19/1998
LLOYD WADE SECURITIES INC. (DALLAS TX)
NY
08/19/1997 - 11/05/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
08/07/1997 - 08/07/1997
LA JOLLA CAPITAL CORPORATION (SAN DIEGO CA)
BOTH
Issued 10/23/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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