Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Plunkett is a financial professional with over 15 years of experience in the industry. Kevin has been registered with J.p. Morgan Securities LLC since January 2016. Prior to joining J.p. Morgan Securities LLC, Kevin was a registered representative with CITIGROUP GLOBAL MARKETS INC. Kevin specializes in financial planning, pension consulting, and selection of other advisors. Kevin is also a portfolio manager for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
01/13/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
03/27/2007 - 09/22/2015
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 05/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/26/2007
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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