Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Morrison is a financial advisor with J.p. Morgan Securities LLC. Kevin has over 20 years of experience in the financial services industry. Kevin holds the Series 7, 9, 10, 63, and 66 licenses, as well as the SIE. Kevin is also a Chartered Financial Analyst. Kevin has been registered with J.p. Morgan Securities LLC since 2010. Before that, Kevin was with CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES. Kevin has a strong track record of providing clients with personalized financial advice and investment solutions. Kevin is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
11/17/2022 - Present
J.p. Morgan Securities LLC (Summit NJ)
NY
05/29/2007 - 09/15/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/05/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
09/11/2002 - 10/04/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 10/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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