Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cullen is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the securities industry since May 1, 2004 and has held previous positions with First Montauk Securities Corp., NDB Capital Markets, LP, and Datek Online Brokerage Services LLC. Kevin has been registered in multiple states and has a variety of licenses and certifications, including Series 63, 66, 7, 24, and SIE. Kevin's firm provides a variety of services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Kevin is a registered representative in multiple states and has been in the securities industry since May 1, 2004.
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
NJ
02/03/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RED BANK NJ)
NJ
04/29/2003 - 12/31/2003
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
12/14/2000 - 06/27/2002
NDB CAPITAL MARKETS, LP (NEW YORK NY)
NE
03/28/2000 - 11/15/2000
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BOTH
Issued 06/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2001
Series 55 - Limited Representative-Equity Trader Exam
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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