Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Grier is a financial professional with over 18 years of experience in the industry. Kevin has a strong background in securities and investments and is currently registered with Mizuho Securities USA LLC. Kevin holds both Series 7 and Series 63 licenses and is registered in 52 states and the District of Columbia. Kevin was previously employed by Performance Trust Capital Partners, LLC, Cantor Fitzgerald & Co., KeyBanc Capital Markets Inc., and UBS Securities LLC.
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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2
NY
10/03/2023 - Present
Mizuho Securities USA LLC (NEW YORK NY)
CT
06/04/2018 - 07/28/2023
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (GREENWICH CT)
NY
07/20/2009 - 05/02/2018
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
06/23/2008 - 06/25/2009
KEYBANC CAPITAL MARKETS INC. (NEW YORK NY)
NY
08/23/2004 - 07/03/2008
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 07/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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