Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Meyers is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with Wells Fargo Clearing Services, LLC. Kevin is licensed to provide financial advice in a number of states, including New York, Connecticut, Texas, and many more. Kevin has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kevin specializes in providing financial planning, portfolio management, and investment consulting services. Prior to joining Wells Fargo, Kevin was employed by Morgan Stanley, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Investment consulting services to institutional clients
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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NY
06/26/2020 - Present
Wells Fargo Clearing Services, LLC (GARDEN CITY NY)
NY
06/03/2011 - 06/29/2020
MORGAN STANLEY (GARDEN CITY NY)
NY
04/16/2004 - 06/13/2011
UBS FINANCIAL SERVICES INC. (UNIONDALE NY)
NY
08/27/1990 - 04/21/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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