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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 Glavin is a financial advisor with over 20 years of experience in the industry. Kevin Jon is currently registered with Blackrock Investment Management, LLC. Kevin Jon has held previous positions at Foreside Fund Services, LLC, Guardian Investor Services LLC and Van Kampen Funds Inc. Kevin Jon is licensed to provide financial advice in 51 states and 2 districts, and holds Series 6, 7, 63, 65, and SIE licenses. Kevin Jon specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
06/13/2017 - Present
Blackrock Investment Management, LLC (Ponte Vedra Beach FL)
ME
07/31/2009 - 05/30/2017
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NY
07/06/2009 - 07/22/2009
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
TX
01/03/2001 - 02/17/2009
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 10/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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