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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cahoon is a financial advisor with Morgan Stanley, with over 40 years of experience in the financial services industry. Kevin has been registered with the Securities and Exchange Commission (SEC) since 1980 and has held licenses in 28 states, including Texas, Washington, and New York. He holds the Series 3, 7 and 63 licenses as well as the SIE exam certification. Kevin has experience in providing investment advice to a wide range of clients, including individuals, corporations, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
11/22/2022 - Present
Morgan Stanley (Seattle WA)
WA
09/02/2005 - 11/22/2022
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
NY
01/11/1986 - 09/08/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
08/02/1984 - 12/04/1985
OPPENHEIMER & CO., INC.
NA
02/14/1984 - 08/06/1984
LEPERCQ, DE NEUFLIZE & CO. INCORPORATED
NA
11/04/1981 - 11/22/1983
WINTHROP SECURITIES CO., INC.
NA
01/02/1980 - 09/11/1981
DEAN WITTER REYNOLDS INC.
BC
Issued 01/22/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1985
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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