Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Brennan is a financial advisor who has been working in the industry since 1995. He currently works for Edward Jones, a large brokerage firm based in St. Louis, Missouri. He has been with Edward Jones since November 2022. Prior to his current role, Kevin worked at Nuveen Securities, LLC in Chicago, Illinois from 2014 to 2020, and he has also held positions at Lord Abbett Distributor LLC, Aetna Investment Services, Inc., and A I M Distributors, Inc. Kevin is a registered representative with FINRA and is licensed in multiple states, including Texas, Missouri, Illinois, and Florida.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
06/27/2023 - Present
Edward Jones (ST LOUIS MO)
IL
03/19/2014 - 08/07/2020
NUVEEN SECURITIES, LLC (CHICAGO IL)
NJ
11/17/1998 - 02/26/2014
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
CT
07/10/1997 - 11/02/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
TX
08/12/1992 - 06/23/1997
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 02/27/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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