Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Grant is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the financial industry since 2011. Kevin has previously worked with LPL Financial LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and NFP SECURITIES, INC.. Kevin holds licenses for Series 63, Series 66, Series 7 and the SIE. Kevin specializes in providing portfolio management for businesses and individuals, as well as pension consulting and educational seminars.
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
PA
04/15/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CONSHOHOCKEN PA)
PA
02/04/2019 - 04/03/2024
LPL FINANCIAL LLC (BLUE BELL PA)
PA
08/27/2012 - 01/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KING OF PRUSSIA PA)
PA
10/07/2011 - 08/03/2012
NFP SECURITIES, INC. (GLENSIDE PA)
BOTH
Issued 04/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2011
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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