Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Brey is a financial advisor with over 15 years of experience in the industry. Kevin is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Kevin has previously held positions with Morgan Stanley, Financial Products, LLC, BlackRock Investments, LLC, and Barclays Global Investors Services, and Merrill Lynch, Pierce, Fenner & Smith Incorporated among others.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
02/11/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Center Valley PA)
PA
08/01/2017 - 01/22/2019
MORGAN STANLEY (ALLENTOWN PA)
NY
01/13/2014 - 11/30/2015
FINANCIAL PRODUCTS, LLC (NEW YORK NY)
NJ
01/03/2012 - 01/06/2012
BLACKROCK INVESTMENTS, LLC (JERSEY CITY NJ)
NJ
07/30/2008 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (JERSEY CITY NJ)
NJ
02/12/2008 - 12/31/2008
BARCLAYS GLOBAL INVESTORS SERVICES (JERSEY CITY NJ)
FL
03/16/2006 - 11/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
FL
01/14/2005 - 02/13/2006
THE GMS GROUP, LLC (BOCA RATON FL)
NY
01/03/2003 - 02/25/2004
SPEAR, LEEDS & KELLOGG SPECIALISTS LLC (NEW YORK NY)
NY
10/01/2000 - 07/29/2002
SPEAR, LEEDS & KELLOGG SPECIALISTS LLC (NEW YORK NY)
BOTH
Issued 08/01/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2001
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 07/11/2000
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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