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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 Jon Forney is a financial advisor with over 25 years of experience in the financial services industry. Kevin is registered with Morgan Stanley, where he has been employed since 2011. Previously, he was a financial advisor at UBS Financial Services Inc. and McDonald Investments Inc. Kevin is a licensed investment advisor in Ohio and Texas, and he holds the Series 7, Series 31, Series 63, and Series 65 licenses. He has a strong track record of providing financial advice and investment management services to individuals, families, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
05/05/2011 - Present
Morgan Stanley (Pepper Pike OH)
OH
07/14/2006 - 05/06/2011
UBS FINANCIAL SERVICES INC. (PEPPER PIKE OH)
OH
02/02/2001 - 07/20/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
PA
08/08/1997 - 02/09/2001
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 09/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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