Unclaimed
Kevin McVeigh is an Investment Advisor Representative at Exchange Capital Management Inc. located in Ann Arbor, Michigan. Kevin has been in the industry since 1986 and has extensive experience in providing investment advice to individuals and businesses. Kevin is a Chartered Financial Analyst (CFA). Kevin is registered in Michigan as an Investment Advisor Representative. Kevin is a licensed representative of Exchange Capital Management Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
01/13/2025 - Present
Exchange Capital Management Inc. (ANN ARBOR MI)
NA
06/24/1986 - 02/27/1988
KIDDER, PEABODY & CO. INCORPORATED
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/08/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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