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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Greenan is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the financial industry since 2006. Previously, Kevin was affiliated with UBS Financial Services Inc. and Citigroup Global Markets Inc. Kevin has a Series 66 license. Kevin has a Series 7 license, and a SIE license. Kevin is registered in 31 states and is currently registered in both New York and Texas for Investment Advisor Representative services. Kevin has specializations in investment advisory services. Kevin's firm is a large, nationwide company with over $1 trillion in assets under management and clients in multiple categories. Kevin is experienced in both securities and investment advisory services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
09/01/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
02/05/2009 - 08/15/2016
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
02/08/2006 - 02/26/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 05/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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