Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McAloon is a financial advisor with over 23 years of experience in the financial services industry. Kevin McAloon is registered with Wells Fargo Advisors Financial Network, LLC and is a Series 66, Series 31, and Series 7 licensed representative. Kevin McAloon has a history of working with individuals, high net worth individuals, corporations, pension plans, charities, and institutions. Kevin McAloon specializes in providing financial planning, investment consulting services, portfolio management for individuals and businesses, and selection of other advisors. Previously, Kevin McAloon was a financial advisor with Wells Fargo Clearing Services, LLC and Chase Investment Services Corp.
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.
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.
Investment consulting services to institutional clients
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.
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2
NJ
05/15/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WESTFIELD NJ)
NJ
07/11/2005 - 05/12/2023
WELLS FARGO CLEARING SERVICES, LLC (SUMMIT NJ)
IL
01/26/2005 - 05/05/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/02/2001 - 12/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NJ
12/11/2000 - 02/26/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/24/1999 - 11/20/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 11/03/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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