Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McMahon is an active financial advisor with Morgan Stanley. Kevin has been in the industry since 1990 and has worked with several other firms throughout his career, including E*TRADE SECURITIES LLC, KCG AMERICAS LLC, KNIGHT CAPITAL AMERICAS, L.P., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LIBERTY BROKERAGE INC., TULLETT & TOKYO SECURITIES, INC., CANTOR FITZGERALD SECURITIES and RMJ SECURITIES CORP.. Kevin is registered with FINRA and is licensed in 53 states. Kevin has a wide range of experience and is well-equipped to help clients with 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
NJ
08/05/2022 - Present
Morgan Stanley (Jersey City NJ)
NJ
09/14/2023 - 06/03/2024
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
06/28/2017 - 09/05/2023
E*TRADE SECURITIES LLC (Jersey City NJ)
NY
07/02/2012 - 06/16/2017
KCG AMERICAS LLC (New York NY)
NJ
12/15/2008 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
NY
12/04/2000 - 07/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
07/24/1996 - 03/27/2000
LIBERTY BROKERAGE INC. (JERSEY CITY NJ)
NY
06/13/1996 - 08/01/1996
TULLETT & TOKYO SECURITIES, INC. (NEW YORK NY)
NY
09/20/1993 - 05/09/1995
TULLETT & TOKYO SECURITIES, INC. (NEW YORK NY)
NY
03/16/1992 - 08/31/1993
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
07/25/1987 - 10/01/1991
RMJ SECURITIES CORP. (NEW YORK NY)
BC
Issued 08/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2002
Series 25 - NYSE Trading Assistant Examination
BC
Issued 01/23/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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