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Kevin John McGrath

National Financial Services LLC

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About Kevin John McGrath

Kevin McGrath is a financial professional with a strong background in the securities industry. Kevin is currently registered with National Financial Services LLC. Kevin has passed the Series 7TO, Series 63 and SIE exams. Kevin is also active in the securities industry and has a strong track record of success.

Firm Information

Kevin McGrath is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kevin McGrath’s Registration & Firm History

MA

10/27/2022 - Present

National Financial Services LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 12/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/27/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin John McGrath.
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