Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Joel Shebar is a financial professional with over 30 years of experience in the industry. Kevin is currently registered with MML Investors Services, LLC in Springfield, Massachusetts. Kevin has experience working with individuals, corporations, businesses, trusts and foundations, as well as charitable organizations, insurance companies, and pension and profit-sharing plans. Kevin offers a variety of financial services, including financial planning, asset allocation programs, and portfolio management for businesses and individuals. Kevin is also a registered principal with MML Investors Services, LLC and holds Series 4, 53, and 24 licenses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
06/29/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
GA
10/21/2015 - 06/18/2018
IFS SECURITIES (ATLANTA GA)
CT
09/19/2008 - 10/22/2015
J.P. TURNER & COMPANY, L.L.C. (WEST SIMSBURY CT)
SC
02/25/2002 - 09/22/2008
FIRST MONTAUK SECURITIES CORP. (HILTON HEAD ISLAND SC)
NY
12/18/2000 - 03/14/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
04/02/1997 - 12/18/2000
GKN SECURITIES CORP. (NEW YORK NY)
CA
05/03/1996 - 04/07/1997
THE BOSTON GROUP (LOS ANGELES CA)
NY
07/28/1993 - 06/11/1996
BARINGTON CAPITAL GROUP, L.P. (NEW YORK NY)
NY
05/15/1992 - 07/29/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/30/1990 - 05/22/1992
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
12/06/1989 - 07/16/1990
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
NA
03/02/1989 - 08/23/1989
ROBERT TODD FINANCIAL CORP.
NA
08/23/1988 - 03/10/1989
INVESTORS CENTER, INC.
BOTH
Issued 02/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2018
Series 4 - Registered Options Principal Examination
BC
Issued 08/14/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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