Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Randall Merling is a financial advisor who has been in the industry since 2007. Kevin is currently registered with LPL Financial LLC and is licensed to provide financial advice in 15 states. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, SIE, and Series 7 licenses. Kevin's professional experience includes prior roles at Fidelity Brokerage Services LLC and HighPoint Advisor Group, LLC. Kevin's professional experience allows Kevin to offer advisory services including financial planning, portfolio management, and 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.
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
IL
05/04/2018 - Present
LPL Financial LLC (NAPERVILLE IL)
IL
07/31/2007 - 03/15/2016
FIDELITY BROKERAGE SERVICES LLC (OAK BROOK IL)
BOTH
Issued 05/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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