Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Maguire is an investment advisor representative registered with Edelman Financial Engines. Kevin has been in the financial services industry for over 30 years. His current registrations include Series 66 and Series 65, both of which demonstrate expertise in investment advisory and brokerage services. Previously, Kevin held several positions at different firms including EF Legacy Securities, LLC, Sanders Morris Harris LLC, Key Investment Services LLC, and Chase Investment Services Corp. Kevin also has experience with various types of investment products and services. Kevin is committed to providing clients with comprehensive financial planning and investment management 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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
NY
09/03/2019 - Present
Edelman Financial Engines (WHITE PLAINS NY)
NY
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (WHITE PLAINS NY)
NY
08/10/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (WHITE PLAINS NY)
NY
04/24/2008 - 07/27/2011
KEY INVESTMENT SERVICES LLC (NANUET NY)
NY
10/04/2006 - 04/18/2008
CHASE INVESTMENT SERVICES CORP. (SUFFERN NY)
NY
10/07/1999 - 10/04/2006
BNY INVESTMENT CENTER INC. (NEW YORK NY)
CA
09/25/1995 - 11/01/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
08/01/1994 - 09/29/1995
CHEMICAL INVESTMENT SERVICES CORP.
NY
05/27/1993 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
WI
07/28/1992 - 05/28/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
10/01/1991 - 07/27/1992
ABI SECURITIES, INC. (NEW YORK NY)
NA
03/22/1991 - 10/01/1991
MONARCH SECURITIES, INC.
NY
09/22/1987 - 02/22/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/26/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kevin Maguire is the right advisor for you? Invested Better is here to help.
