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 at Edelman Financial Engines. Kevin has over 30 years of experience in the financial services industry. Kevin is registered with the states of New York and Texas. Kevin provides a wide range of services including financial planning, portfolio management, and educational seminars. Kevin has a strong background in providing financial advice to individuals, businesses, and institutions. Kevin has worked at a variety of financial firms including Sanders Morris Harris LLC, EF Legacy Securities, LLC, and Key Investment Services LLC. Kevin is committed to providing his clients with personalized financial advice that is tailored to their individual needs.
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 9/26/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 6/5/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/12/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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