Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin E. McGuire is a Registered Investment Advisor Representative with Cresset Asset Management, LLC. Kevin has been in the financial services industry since 2004 and has a broad range of experience, having previously worked at JPMorgan Securities LLC, Bernard L. Madoff Investment Securities LLC, Citigroup Global Markets Inc., and Thomas Weisel Partners LLC. Kevin holds the Series 66, 63, 57TO, SIE, 55, and 7 licenses. Kevin is also a partial owner of 245 S. Franklin, LLC, a Denver-based investment related company.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
10/25/2021 - Present
Cresset Asset Management, LLC (CHICAGO IL)
CO
09/29/2009 - 09/12/2021
J.P. MORGAN SECURITIES LLC (DENVER CO)
NY
03/31/2005 - 07/07/2009
BERNARD L. MADOFF INVESTMENT SECURITIES LLC (NEW YORK NY)
NY
10/13/2004 - 03/08/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
12/17/1999 - 06/18/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
BOTH
Issued 10/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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