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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 Morrissey is an investment advisor representative. Kevin is currently registered with Kovitz Investment Group Partners, LLC. Kevin has been in the industry since 2002 and has worked at Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, John Hancock Distributors LLC, and Continental Broker-Dealer Corp. Kevin holds the Series 63, Series 66, and Series 7 licenses.
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.
Credit, cash and insurance solutions, family office services, corporate executive 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.
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.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
MA
07/17/2024 - Present
Kovitz Investment Group Partners, LLC (Duxbury MA)
MA
03/16/2009 - 08/23/2011
EDWARD JONES (SCITUATE MA)
MA
04/08/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
03/21/2003 - 04/01/2008
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
04/10/2002 - 11/15/2002
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BOTH
Issued 05/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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