Unclaimed
Kevin Hynson is a financial advisor who has been in the industry since 2019. Kevin has a background in financial services and has worked at UBS Financial Services Inc. Kevin currently works at Morgan Stanley and is registered in 51 states and the District of Columbia. Kevin has earned the Series 63, 7TO, 9, 10, and SIE licenses. Kevin specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/11/2024 - Present
Morgan Stanley (New York NY)
NJ
01/15/2019 - 05/28/2024
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 05/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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