Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Fay is a financial advisor with over 40 years of experience in the financial services industry. Kevin currently works with Cetera Investment Advisers LLC, and has been a registered representative since April 1983. Kevin is a registered investment advisor in New Jersey and holds Series 7, 63 and 65 licenses. Kevin's previous experience includes positions with First Allied Securities, Inc., and Citigroup Global Markets Inc. Kevin has a diverse range of experience that spans across industries and specializes in providing financial advice to individuals, families, and businesses.
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.
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
NJ
11/12/2020 - Present
Cetera Investment Advisers LLC (SHORT HILLS NJ)
NJ
12/15/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Short Hills NJ)
NY
04/18/1985 - 12/22/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
04/19/1983 - 01/19/1987
E. F. HUTTON & COMPANY INC
IA
Issued 03/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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