Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Green is a financial professional with over 15 years of experience in the industry. Kevin has worked at several prominent financial institutions, including Goldman, Sachs & Co., Citigroup Global Markets Inc., and currently at J.P. Morgan Securities LLC. Kevin is a Series 6, Series 79TO, and SIE licensed representative. Kevin is a registered representative with J.P. Morgan Securities LLC, which has approximately $249 billion in assets under management. Kevin has a broad range of experience providing financial planning, investment management services for individuals and businesses, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
02/14/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/18/2008 - 05/20/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
05/29/2007 - 06/13/2008
CITIGROUP GLOBAL MARKETS INC. (UNIONDALE NY)
NY
01/15/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 05/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/05/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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