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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 Gerard Anglim is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin is registered with the state of North Carolina as a both a broker-dealer and investment advisor representative. Kevin is also registered in Texas as a broker-dealer. Kevin is currently registered in 42 states as a broker-dealer. Kevin is also registered as an investment advisor representative in two states. Kevin has been in the financial industry since 2021. Kevin has earned the Series 66, Series 7TO and the SIE securities licenses. Kevin has experience working with corporations or other businesses, individuals other than high net worth individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and banking or thrift institutions.
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
09/15/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 08/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2019
SIE - Securities Industry Essentials 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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