Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Brown is a financial advisor at Edward Jones, a well-established firm with a long history of providing financial services to individuals and families. Kevin has been working in the industry since 2009, bringing a wealth of experience and knowledge to his clients. Kevin is licensed to provide investment advice in New York and Texas. Kevin is committed to helping his clients achieve their financial goals through personalized investment advice and a focus on building long-term relationships. Kevin's previous experience with Lesko Securities Inc. and HSBC Securities (USA) Inc. has equipped Kevin with a comprehensive understanding of the financial markets and a commitment to delivering exceptional client service.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
02/14/2024 - Present
Edward Jones (ONEIDA NY)
NY
09/11/2013 - 09/05/2019
LESKO SECURITIES INC. (VESTAL NY)
NY
03/17/2009 - 05/09/2013
HSBC SECURITIES (USA) INC. (BUFFALO NY)
BC
Issued 06/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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