Unclaimed
Kevin Semisch is a financial advisor with over 30 years of experience in the industry. Kevin is registered with Planmember Securities Corp. in Fort Lauderdale, FL. Kevin has held several other positions in the industry, including at ING Financial Advisors, LLC in Deerfield Beach, FL. Kevin is committed to providing personalized financial advice and helping clients reach their financial goals.
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.
Provides investment supervisory 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
FL
10/09/2007 - Present
Planmember Securities Corp. (Fort Lauderdale FL)
FL
04/24/2006 - 10/09/2007
ING FINANCIAL ADVISERS, LLC (DEERFIELD BEACH FL)
VT
03/23/2000 - 04/24/2006
EQUITY SERVICES, INC. (MONTPELIER VT)
VT
03/24/2000 - 03/02/2006
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
AZ
01/31/1997 - 03/02/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
09/14/1996 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NE
05/22/1996 - 08/23/1996
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NJ
09/04/1991 - 04/02/1996
COPELAND EQUITIES, INC. (SOMERSET NJ)
BC
Issued 06/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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