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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 James Goldin is an investment advisor representative with Focused Alpha, LLC. Kevin has been in the financial services industry for over 26 years. Kevin has a strong background in providing investment advice to individuals and families. He is also licensed to sell life and variable life insurance. Kevin holds a Series 7, 31, 63, and 65 licenses. He is also a Registered Investment Advisor in Colorado. Prior to joining Focused Alpha, LLC, Kevin worked at Morgan Stanley and Citigroup Global Markets 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
03/22/2021 - Present
Focused Alpha, LLC (DENVER CO)
CO
06/01/2009 - 04/06/2021
MORGAN STANLEY (GREENWOOD VILLAGE CO)
CO
04/03/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ENGLEWOOD CO)
CO
05/24/1996 - 04/15/2009
UBS FINANCIAL SERVICES INC. (DENVER CO)
NY
02/09/1994 - 05/24/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 08/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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