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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 Loffredi is an investment advisor representative at Harvest Investment Services, LLC. Kevin has over 20 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, Series 63, Series 65, and Series 24 licenses. Kevin has previously worked with PROEQUITIES, INC., LINSCO/PRIVATE LEDGER CORP., DREHER & ASSOCIATES, INC. and PAINEWEBBER INCORPORATED. Kevin has experience working with both individuals and families in providing financial planning and investment advice.
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.
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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IL
11/03/2017 - Present
Harvest Investment Services, LLC (OAKBROOK TERRACE IL)
IL
11/29/2007 - 07/03/2018
PROEQUITIES, INC. (OAKBROOK TERRACE IL)
IL
07/20/1999 - 11/09/2007
LINSCO/PRIVATE LEDGER CORP. (OAKBROOK TERRACE IL)
IL
10/31/1997 - 07/21/1999
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NJ
01/22/1997 - 11/11/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IL
06/04/1996 - 01/14/1997
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
IA
Issued 02/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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