Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin L Peters is a registered investment advisor with Equitable Advisors, LLC. Kevin has been in the securities industry since December 7, 1994 and holds Series 6, 7, 63, and 65 licenses. Kevin has been with Equitable Advisors, LLC since June 2005. Prior to that, Kevin was employed by MONY Securities Corporation. Kevin is registered in 22 states and the District of Columbia as an Investment Advisor Representative. Kevin is also a licensed broker in 30 states. Kevin's specializations include: - Investment advisory services - Portfolio management for businesses - Portfolio management for individuals - Financial planning - Pension consulting - Educational seminars
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.
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NY
01/17/2025 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
12/08/1994 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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