Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Joel Kavesh is a financial advisor associated with LPL Financial LLC. Philip has been in the financial industry since 1983 and is registered to provide investment advice in California and Texas. Philip has earned the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations. Philip is also associated with Pence Wealth Management which is a DBA for the LPL business.
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
CA
02/17/2012 - Present
LPL Financial LLC (TORRANCE CA)
SC
12/15/2006 - 12/22/2023
LPL FINANCIAL LLC (FORT MILL SC)
AZ
07/23/2002 - 06/26/2006
ASSOCIATED SECURITIES CORP. (SCOTTSDALE AZ)
SC
10/02/2001 - 07/11/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
AZ
02/27/1991 - 09/24/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
12/14/1989 - 02/11/1991
ASSOCIATED PLANNERS SECURITIES CORPORATION (BOSTON MA)
AZ
11/19/1989 - 12/07/1989
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/26/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/26/1984 - 03/14/1985
CONSOLIDATED RESOURCES, INC.
NA
04/17/1984 - 10/29/1984
IRG SECURITIES, INC.
NA
10/19/1983 - 03/08/1984
PORTFOLIO PROGRAMMING, INC.
BOTH
Issued 03/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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