Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kedar? Claim Your ProfileKedar Wilson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kedar Wilson has been in the financial services industry for over nine years. Kedar Wilson has been registered with the Securities and Exchange Commission (SEC) since 2012 and is currently registered in 21 states. Kedar Wilson has passed multiple securities exams, including the Series 6, 7, 63, 66, and SIE. Kedar Wilson has previously worked with Morgan Stanley, UBS Financial Services Inc., and Foreside Fund Services, LLC. Kedar Wilson specializes in providing financial advice to individuals, corporations, and institutions. Kedar Wilson offers a variety of financial services, including investment management, financial planning, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
07/27/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
05/24/2019 - 11/04/2021
FORESIDE FUND SERVICES, LLC (New York NY)
NJ
10/07/2016 - 10/25/2018
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/14/2013 - 09/30/2016
MORGAN STANLEY (NEW YORK NY)
NY
10/01/2012 - 08/01/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 07/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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