Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Hurd is a financial advisor with Citigroup Global Markets Inc. Kevin has been in the industry since 1999. He specializes in a variety of services, including asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. He is registered with the state of New York as a broker-dealer and investment advisor representative. Kevin Hurd has also held past positions with Foreside Fund Services, LLC and Oppenheimer & Co. Inc.
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.
Asset allocation advice
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.
1
2
NY
07/01/2022 - Present
Citigroup Global Markets Inc. (New York NY)
ME
12/11/2014 - 01/19/2016
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NY
08/30/2005 - 06/14/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/27/2003 - 08/16/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
11/21/2000 - 06/13/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NJ
08/18/1999 - 09/21/1999
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
BOTH
Issued 07/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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