Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Condon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Stamford, CT. Kevin has over 18 years of experience in the financial services industry. Kevin has Series 6, 7, 31 and 66 licenses, as well as a SIE certification. Kevin is a Chartered Financial Analyst (CFA) and has a Series 63 license. Kevin is also a cycling instructor at Equinox Fitness in New York, NY.
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
CT
10/31/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STAMFORD CT)
NY
03/28/2017 - 10/14/2022
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
01/03/2015 - 10/14/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/24/1995 - 12/16/1999
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BOTH
Issued 10/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 01/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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