Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Daer Reich is a financial advisor with Stifel, Nicolaus & Company, Inc. Kevin has been in the industry since 2004 and holds both Series 6 and Series 7 securities licenses, as well as a Series 66 license. Kevin is registered to provide investment advice in 50 states, and has a history of working with individuals, families, and corporations. Kevin has experience in various areas of financial planning including portfolio management, financial planning, and pension consulting.
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.
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.
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
IL
04/27/2022 - Present
Stifel, Nicolaus & Company, Inc. (LAKE FOREST IL)
IL
01/04/2008 - 04/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
IL
07/06/2005 - 01/08/2008
CHASE INVESTMENT SERVICES CORP. (LAKE FOREST IL)
IL
06/15/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
GA
02/18/2004 - 05/24/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 04/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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