Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Leblanc is a financial advisor with over 25 years of experience in the industry. Kevin currently works for Morgan Stanley and is located in New York, NY. Kevin has a wide range of experience working with clients in a variety of roles including financial planning, asset allocation, portfolio management, and pension consulting. Kevin also holds Series 65, 63, 10, 9, 7, and 31 licenses. Kevin's previous work experience includes roles at Morgan Stanley & Co. LLC, Morgan Stanley DW Inc, and Lloyd Wade Securities Inc. Kevin is a registered investment advisor in New York and Texas. Kevin has helped clients across a variety of industries including individuals, corporations, investment companies, banking institutions, pension plans, and charitable organizations.
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
08/28/2020 - Present
Wealthpenn.comllc (New York NY)
NY
06/01/2009 - 09/09/2016
MORGAN STANLEY (PURCHASE NY)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WESTPORT CT)
CT
08/10/2006 - 04/02/2007
MORGAN STANLEY DW INC. (DANBURY CT)
CT
02/26/1998 - 07/10/2006
MORGAN STANLEY DW INC. (DANBURY CT)
TX
11/06/1997 - 02/19/1998
LLOYD WADE SECURITIES INC. (DALLAS TX)
NY
05/01/1997 - 11/05/1997
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
NY
10/31/1997 - 11/03/1997
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
IA
Issued 1/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/7/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/4/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 4/30/1997
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
MIAX Sapphire
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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