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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 C Donnelly is a financial advisor with over 13 years of experience in the financial industry. Kevin is currently registered with Morgan Stanley and has held previous roles at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and PRUCO SECURITIES, LLC. Kevin holds Series 4, 6, 7, 9, 10, 63, and 65 licenses and has specialized in providing advisory services to a wide range of clientele, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. Kevin's experience and licenses provide him with the tools and knowledge necessary to serve a diverse clientele.
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
PA
01/07/2022 - Present
Morgan Stanley (Allentown PA)
NJ
11/18/2009 - 01/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
10/04/2006 - 05/15/2007
PRUCO SECURITIES, LLC. (CHALFONT PA)
IA
Issued 06/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2006
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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