Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Forster is a financial advisor registered with Equitable Advisors, LLC in Bala Cynwyd, Pennsylvania. Kevin has been working in the financial industry since August 2017. Kevin holds Series 7, 24, 52, 53, and 66 licenses. Kevin has previous experience with LPL Financial LLC, MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company. Kevin has a strong background in portfolio management for individuals and businesses, financial planning and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
06/27/2023 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
PA
04/21/2021 - 06/14/2023
LPL FINANCIAL LLC (HORSHAM PA)
NJ
06/16/2017 - 02/23/2021
MML INVESTORS SERVICES, LLC (MARLTON NJ)
BOTH
Issued 08/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/28/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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