Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bernard Scheetz is a registered representative with Moelis & Co. LLC, a firm based in Newport Beach, California. Kevin has been in the financial industry since 1999, working for various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Credit Suisse First Boston LLC and Salomon Smith Barney Inc. Kevin is licensed to provide investment advice in California.
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.
1
2
CA
06/23/2009 - Present
Moelis & Co. LLC (Newport Beach CA)
NY
02/22/2006 - 03/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/07/2000 - 04/11/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NY
10/20/1998 - 06/12/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Scheetz is the right advisor for you? Invested Better is here to help.
