Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ackroyd is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the financial services industry for over 20 years. Kevin has passed the Series 7, Series 65, and Series 66 exams. Kevin is currently registered as a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Indiana, Michigan and Texas. Kevin is also a Registered Investment Advisor in Indiana, Michigan and Texas. Kevin has a broad base of experience in the financial services industry including experience with Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, NA. Kevin has a strong understanding of the financial markets and can provide investment advice and services to a wide range of clients. Kevin is committed to helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
08/16/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANN ARBOR MI)
MI
11/08/2000 - 08/09/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANN ARBOR MI)
IA
Issued 01/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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