Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Arthur-whitworth Sheard is a financial advisor who has been in the industry since 1999. Currently, Kevin is registered with J.p. Morgan Securities LLC in both Michigan and Texas. Kevin has previous experience with Chase Investment Services Corp., Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, and Dean Witter Reynolds Inc. Kevin has a wide range of experience in the industry and has passed multiple exams, including the Series 66, Series 63, Series 65, Series 7, Series 31, and SIE.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MI
04/08/2024 - Present
J.p. Morgan Securities LLC (Birmingham MI)
MI
11/10/2010 - 08/18/2011
CHASE INVESTMENT SERVICES CORP. (WALLED LAKE MI)
MI
09/06/2006 - 11/12/2010
CHARLES SCHWAB & CO., INC. (TROY MI)
MI
03/23/2000 - 08/09/2006
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
NY
08/25/1999 - 03/21/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1999
Series 31 - Futures Managed Funds Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kevin Sheard is the right advisor for you? Invested Better is here to help.
