Unclaimed
Kevin William Hostert is a financial advisor registered with LPL Financial LLC, serving clients in Scottsdale, Arizona. Kevin has been in the industry for 9 years. Kevin's current registrations include: Registered Representative, Investment Advisor Representative and is registered in Arizona, California, Colorado, Illinois, Kansas, Michigan, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Washington, Wisconsin and Wyoming. Kevin holds the Series 7, Series 66 and SIE securities licenses and has earned the Certified Financial Planner designation. Kevin has been associated with LPL Financial LLC since August 2023.
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
AZ
08/14/2023 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
07/20/2016 - 08/14/2023
KESTRA INVESTMENT SERVICES, LLC (Scottsdale AZ)
AZ
11/20/2014 - 07/21/2016
SII INVESTMENTS, INC. (SCOTTSDALE AZ)
BOTH
Issued 03/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Hostert is the right advisor for you? Invested Better is here to help.