Unclaimed
Kevin Flanagan is a registered representative with Foreside Fund Services, LLC. Kevin has been working in the securities industry since November 21, 2004. Kevin is registered in 53 states and the District of Columbia. Kevin's registrations include Series 63, SIE and Series 7. Prior to joining Foreside Fund Services, LLC, Kevin worked for MORGAN STANLEY and MORGAN STANLEY & CO. INCORPORATED.
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.
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.
1
2
NY
01/26/2016 - Present
Foreside Fund Services, LLC (New York NY)
NY
06/01/2009 - 10/13/2015
MORGAN STANLEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
08/10/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 02/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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