Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Richard Messett is a registered representative with LPL Financial LLC and has been in the financial industry since November 1998. Kevin has been associated with LPL Financial LLC since April 2018 and has previously worked for Nationwide Securities, LLC, Vision Investment Services, Inc. and Fintegra, LLC. Kevin holds Series 6, 7, 63 and 66 licenses as well as the SIE license. Kevin provides financial advisory and consulting services. In addition to LPL Financial LLC, Kevin is also associated with Manci Agency LLC, New Seasons Financial and Oak & Stone Capital Advisors.
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
PA
04/25/2018 - Present
LPL Financial LLC (SCRANTON PA)
PA
01/03/2002 - 04/24/2018
NATIONWIDE SECURITIES, LLC (SCRANTON PA)
IL
07/23/2001 - 08/21/2001
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
IL
05/01/2001 - 07/11/2001
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
MN
11/20/2000 - 05/01/2001
FINTEGRA, LLC (MINNEAPOLIS MN)
TN
06/17/1997 - 11/11/1999
ICBA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)
BOTH
Issued 07/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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