Unclaimed
Kevin Reilly is a financial professional with over 28 years of experience in the financial services industry. Kevin is currently registered with Park Avenue Securities LLC in New York, New York. Kevin provides financial planning and portfolio management services to a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Kevin holds the Series 7, Series 24, and Series 63 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NY
03/31/2015 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
09/30/2004 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
09/10/1994 - 05/25/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/10/1994 - 05/25/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
02/15/1994 - 08/17/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 12/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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