Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kraska is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the industry since June 7, 1998 and holds the Series 7, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 65, and Series 99TO licenses. He is registered as a broker-dealer and investment advisor in 53 states and the District of Columbia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MD
08/20/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNT VALLEY MD)
MD
03/19/2024 - 07/22/2024
JANNEY MONTGOMERY SCOTT LLC (Hunt Valley MD)
MD
07/31/2006 - 01/17/2023
BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)
MD
01/13/2001 - 08/01/2006
DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)
MD
06/27/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
11/07/1988 - 02/08/1991
MIMLIC SALES CORPORATION
NA
02/26/1987 - 03/05/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 06/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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