Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dennis Meyer is a financial advisor with Equitable Advisors, LLC, a well-established firm based in New York City. Kevin Meyer has been in the financial industry since 2007, and has experience with a variety of firms. His current registrations include broker-dealer and investment advisor designations in California, Florida, North Carolina and Texas. Kevin Meyer specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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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CA
07/07/2023 - Present
Equitable Advisors, LLC (SAN DIEGO CA)
CA
02/09/2023 - 05/30/2023
MORGAN STANLEY (Carlsbad CA)
CA
08/02/2021 - 01/17/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Chula Vista CA)
CA
12/10/2015 - 08/02/2021
CUSO FINANCIAL SERVICES, L.P. (Chula Vista CA)
CA
11/17/2014 - 09/18/2015
TD AMERITRADE, INC. (SAN DIEGO CA)
NY
11/15/2012 - 03/14/2013
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
05/13/2008 - 03/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
NY
01/21/2008 - 04/30/2008
NEW ENGLAND SECURITIES (UNIONDALE NY)
IA
Issued 04/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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