Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Willett is a registered investment advisor representative with Oppenheimer & Co. Inc. Kevin has been working in the financial industry since 1990, having previously worked at Morgan Stanley DW Inc. and Ryan, Beck & Co. Kevin provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Kevin has been registered with FINRA and the state of New Jersey since 2005.
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.
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.
1
2
NJ
08/19/2005 - Present
Oppenheimer & Co. Inc. (RED BANK NJ)
NY
12/05/1997 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
06/28/1990 - 11/28/1997
RYAN, BECK & CO. (FLORHAM PARK NJ)
NA
01/23/1990 - 07/05/1990
THE RANDALL-GEORGE CORPORATION
IA
Issued 07/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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