Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Daniel Leon is a financial professional with over 27 years of experience in the securities industry. Kevin is registered with Park Avenue Securities LLC and is licensed to offer securities and investment advisory services in several states. Kevin has a broad range of experience and holds multiple licenses including Series 6, 7, 24, 51, 63, and 65. In addition to working with individual investors, Kevin works with corporations, pension plans, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
CA
06/09/2021 - Present
Park Avenue Securities LLC (IRVINE CA)
CA
03/26/1999 - 09/07/2017
NATIONAL PLANNING CORPORATION (TORRANCE CA)
AZ
07/12/1996 - 03/25/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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