Unclaimed
Kevin Delgado is a financial advisor with J.P. Morgan Securities LLC. Kevin has been working in the financial services industry since 2011. Kevin has Series 6, 7, 66, and SIE securities licenses. Kevin is a registered investment advisor in Florida and a licensed representative in Connecticut, Florida, New Jersey, and New York. Kevin has experience working with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Kevin's main office location is in Viera, Florida.
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
FL
04/18/2022 - Present
J.p. Morgan Securities LLC (VIERA FL)
FL
06/28/2021 - 03/24/2022
WELLS FARGO CLEARING SERVICES, LLC (ROCKLEDGE FL)
FL
10/01/2012 - 08/25/2016
J.P. MORGAN SECURITIES LLC (COCOA FL)
FL
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MERRITT ISLAND FL)
BOTH
Issued 07/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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