Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lacaj is a financial advisor with HSBC Securities (USA) Inc. Kevin has been in the financial industry since 2021 and holds the Series 63, Series 7 and Series 6 licenses. Kevin has a proven track record of success in the financial services industry, and is committed to providing clients with personalized financial advice and guidance. Kevin's experience spans the financial services industry, including previous experience with J.P. Morgan Securities LLC. Kevin is currently registered with the state of New York and has access to a wide range of financial products and services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/02/2024 - Present
Hsbc Securities (usa) Inc. (SCARSDALE NY)
NY
09/17/2021 - 12/24/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 03/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kevin Lacaj is the right advisor for you? Invested Better is here to help.
