Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gennarelli is a financial advisor registered with The Ayco Company, LP. Kevin has been working in the financial services industry since December 23, 2006. Kevin is registered in several states across the U.S. and holds Series 3, 7, 63, and 65 licenses. Kevin previously worked at Mercer Allied Company, L.P. and NFP Securities, Inc. in New Jersey. Kevin currently provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals services.
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.
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.
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.
1
2
GA
01/31/2022 - Present
THE Ayco Company, LP (Atlanta GA)
NJ
01/04/2010 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)
NJ
01/04/2007 - 11/18/2009
NFP SECURITIES, INC. (WEST PATERSON NJ)
GA
08/01/2006 - 09/27/2006
ABN AMRO DISTRIBUTION SERVICES (USA), INC. (ATLANTA GA)
IA
Issued 04/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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