Unclaimed
Kevin McBride is a financial advisor who has been in the industry since 1996. Kevin is currently registered with LPL Financial LLC. Kevin previously worked for ALLSTATE FINANCIAL SERVICES, LLC, THE LEADERS GROUP, INC., PRUCO SECURITIES, LLC., TRANSAMERICA FINANCIAL RESOURCES, INC., MANEQUITY, INC. and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Kevin holds the Series 6, SIE, Series 63 and Series 6TO licenses.
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.
1
2
NJ
04/04/2023 - Present
LPL Financial LLC (BERKELEY HEIGHTS NJ)
NJ
09/28/2020 - 09/06/2022
ALLSTATE FINANCIAL SERVICES, LLC (SUMMIT NJ)
CO
06/10/2019 - 09/13/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
NJ
12/22/1997 - 06/05/2017
PRUCO SECURITIES, LLC. (NEWARK NJ)
CA
02/06/1996 - 12/18/1997
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
MA
09/08/1994 - 10/27/1994
MANEQUITY, INC. (BOSTON MA)
NJ
03/04/1991 - 06/09/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/04/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 12/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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