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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Daniel Bayani is an investment advisor representative and Registered Representative with Cadaret, Grant & CO., Inc. Kevin has been in the industry since November 7, 2011. Kevin is registered with the state of Georgia, New Jersey, and Texas as an Investment Advisor Representative. Kevin is also registered with the state of Georgia as an Investment Advisor Representative. Kevin has Series 66, Series 24, SIE, and Series 7 licenses. Kevin is also a Certified Financial Planner. Kevin has experience in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Kevin is also an Enrolled Agent and prepares taxes for New Horizon Financial Tax Services LLC. Kevin is a student at the University of Georgia, majoring in Financial Planning.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
10/26/2020 - Present
Cadaret, Grant & CO., Inc. (Hackensack NJ)
BOTH
Issued 03/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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