Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McGrath is a registered representative with Needham & Company, LLC. Kevin has been in the securities industry since 1993 and has a broad range of experience in the financial services industry. Kevin has held previous positions at J.P. Morgan Securities LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and PRUDENTIAL SECURITIES INCORPORATED. Kevin is also a member of the Capital Markets Advisory Committee at Zanbato Inc. and is the President and Chief Executive Officer of the Jimmy McGrath#7 Foundation. Kevin holds Series 7, 79TO, 31, 63 and 65 securities licenses and the Series 24 principal license. Kevin is registered in all 50 states and the District of Columbia.
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.
Securities research
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.
Pursuant to csa agreements
1
2
NY
08/08/2019 - Present
Needham & Company, LLC (NEW YORK NY)
NY
07/24/2009 - 07/16/2019
J.P. MORGAN SECURITIES LLC (New York NY)
NY
11/17/2006 - 06/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
11/02/2000 - 11/30/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/02/1993 - 11/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/17/1993 - 09/13/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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