Unclaimed
Kevin Carl Paul is a registered representative with J.p. Morgan Securities LLC. Kevin Carl Paul has been in the securities industry since 2021. Kevin Carl Paul has passed the Series 63, 66, SIE, and 7TO exams. Kevin Carl Paul holds registrations in all 50 states and the District of Columbia. J.p. Morgan Securities LLC is a broker-dealer that provides financial planning, portfolio management, and other advisory services to individual and institutional clients.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
11/13/2024 - Present
J.p. Morgan Securities LLC (Willingboro NJ)
BOTH
Issued 06/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kevin Paul is the right advisor for you? Invested Better is here to help.