Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gene Covert is a financial advisor in Santa Monica, CA. Kevin has been in the industry since 1999. Kevin is currently registered with Hudson Capital Advisors BD LLC and has previously been registered with Houlihan Lokey Capital, Inc., Covert & Co., LLC, M.E.S.A. Securities, Inc., Lynx Capital, LLC, Montgomery & Co., LLC, and Salomon Brothers Inc.. Kevin holds the following licenses and certifications: Series 63, Series 24, SIE, and Series 7.
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.
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CA
08/01/2016 - Present
Hudson Capital Advisors BD LLC (SANTA MONICA CA)
CA
07/15/2015 - 06/10/2016
HOULIHAN LOKEY CAPITAL, INC. (Santa Monica CA)
CA
03/26/2013 - 02/16/2016
COVERT & CO., LLC (MANHATTAN BEACH CA)
CA
10/20/2014 - 09/14/2015
M.E.S.A. SECURITIES, INC. (Los Angeles CA)
CA
06/01/2010 - 03/25/2013
LYNX CAPITAL, LLC (MORAGA CA)
CA
05/24/2001 - 09/10/2009
MONTGOMERY & CO., LLC (SANTA MONICA CA)
NY
09/27/1994 - 07/03/1997
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 10/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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