Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Alexander Lockhart is a registered representative with Perella Weinberg Partners LP. Kevin has been in the financial industry since March 11, 2003. Previously, Kevin was employed at BMO Capital Markets Corp., Jefferies LLC, Goldman, Sachs & Co. and Morgan Stanley & Co., Incorporated. Kevin is licensed to sell securities in New York and Utah.
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.
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.
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NY
06/11/2020 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
07/08/2016 - 02/27/2019
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
NY
05/19/2009 - 03/15/2016
JEFFERIES LLC (NEW YORK NY)
NY
08/21/2006 - 06/17/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
08/24/2000 - 08/08/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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