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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Richard Rose is a financial advisor with over 27 years of experience in the industry. Kevin is a registered representative with LPL Financial LLC. Kevin has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services. Kevin is also a Certified Financial Planner, and has experience in both investment-related and non-investment related businesses. Kevin's clients include high-net-worth individuals, corporations, and other businesses. Kevin is licensed in 12 states.
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
08/01/2023 - Present
LPL Financial LLC (FINLEYVILLE PA)
PA
08/30/2006 - 08/04/2023
TRIAD ADVISORS LLC (FINLEYVILLE PA)
PA
04/13/2000 - 09/06/2006
TOWER SQUARE SECURITIES, INC. (FINLEYVILLE PA)
GA
06/12/1995 - 05/12/2000
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BOTH
Issued 10/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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