Unclaimed
Kevin McKenna is a financial professional with over 30 years of experience in the financial services industry. Kevin has held several positions in the industry including those at Morgan Stanley Smith Barney and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Kevin is registered with Aegis Capital Corp. where he is a financial advisor. Aegis Capital Corp. is a full-service investment bank that provides a wide range of financial products and services to individuals and institutions. Kevin has a broad range of experience and is dedicated to helping his 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.
Comprehensive financial plans to help you achieve your personal and business 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.
1
2
NY
06/09/2010 - Present
Aegis Capital Corp. (NEW YORK NY)
NY
06/01/2009 - 02/25/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
12/14/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
01/09/2006 - 12/12/2006
VANDERBILT SECURITIES, LLC (MELVILLE NY)
MA
08/31/2005 - 01/20/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/31/2005 - 01/20/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
10/19/1988 - 06/10/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/23/2006
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 11/21/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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