Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Carney O'Brien is a financial advisor with AllianceBernstein LP in New York, New York. Kevin has been working in the financial industry since January 27, 2011. Kevin holds the Series 3, 7, and 66 licenses. Kevin also has a Certified Financial Planner designation. Prior to joining AllianceBernstein, Kevin worked at J.P. Morgan Securities LLC.
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.
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
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.
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2
NY
10/09/2023 - Present
Alliancebernstein LP (NEW YORK NY)
NY
01/21/2011 - 05/04/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 06/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2011
Series 3 - National Commodity Futures Examination
BC
Issued 01/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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