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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin J Kaiser is a financial advisor with Edward Jones. Kevin has been in the financial industry since 1994. He is a registered representative and investment advisor representative in Missouri and Texas. Prior to joining Edward Jones, Kevin worked at U.S. Bancorp Investments, Inc., Firstar Investment Services, Inc., Paine Webber Incorporated, John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, and Guardian Investor Services Corporation. Kevin specializes in providing financial advice to individuals, families, and businesses. He is committed to helping clients achieve their financial goals through a personalized approach that takes into account their individual circumstances and risk tolerance. Kevin's services include financial planning, retirement planning, college savings planning, investment management, and estate planning.
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
MO
01/04/2019 - Present
Edward Jones (TROY MO)
MO
12/01/2001 - 08/14/2012
U.S. BANCORP INVESTMENTS, INC. (TROY MO)
NJ
02/28/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NJ
06/13/1995 - 02/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
07/15/1994 - 10/18/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/15/1994 - 10/18/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
09/07/1993 - 07/19/1994
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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