Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Joseph Heffernan is a financial advisor with &partners, a firm with a strong reputation in the industry, specializing in serving corporations, individuals, and charitable organizations. Kevin has been a registered representative for over 30 years, with experience at several firms, including Wells Fargo Securities, LLC and Stephens Inc. Kevin is licensed to provide financial advice in Alabama, Kansas, Tennessee, and Texas. He is committed to providing personalized financial guidance to help clients achieve their financial goals.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
02/03/2014 - Present
&partners (NASHVILLE TN)
NC
11/06/2009 - 02/03/2014
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
TN
06/30/2006 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (NASHVILLE TN)
TN
04/06/2004 - 07/11/2006
PIPER JAFFRAY & CO. (NASHVILLE TN)
AR
07/18/2000 - 04/05/2004
STEPHENS INC. (LITTLE ROCK AR)
NY
02/20/1996 - 07/18/2000
J.C. BRADFORD & CO. (NEW YORK NY)
TN
05/02/1990 - 03/01/1996
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
10/17/1988 - 05/17/1990
CENTRAL BROKERAGE SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 10/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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