Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McAdam is a registered representative with Purshe Kaplan Sterling Investments. Kevin has been in the financial services industry for 17 years. Kevin is registered in Connecticut and Pennsylvania. Kevin has passed the Series 7, Series 24, Series 66, Series 87 and SIE exams.
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
PA
10/04/2014 - Present
Purshe Kaplan Sterling Investments (Philadelphia PA)
NJ
10/08/2012 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (JERSEY CITY NJ)
NY
12/03/2010 - 03/27/2012
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
08/07/2006 - 08/24/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/30/2004 - 06/08/2006
GABELLI & COMPANY, INC. (RYE NY)
BOTH
Issued 01/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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