Unclaimed
Kevin Wong is a financial professional with Leerink Partners LLC, based in Boston, MA. Kevin has been in the financial industry since August 2021. Kevin has passed the Series 63, Series 79TO, and SIE exams and is currently registered in New York. Kevin is active in the broker-dealer space, but not in the investment advisor space.
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.
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.
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2
MA
08/17/2021 - Present
Leerink Partners LLC (BOSTON MA)
BC
Issued 08/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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