Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Clark has over 23 years of experience in the financial services industry. Kevin is currently registered with J.P. Morgan Institutional Investments Inc. Prior to joining J.P. Morgan, Kevin was employed by JPMorgan Distribution Services, Inc., A I M Distributors, Inc., and Fund Management Company. Kevin holds the Series 6, 7, 26, 63, and 65 licenses as well as the SIE. Kevin is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority (FINRA). Kevin is registered in 52 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.
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
NY
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
OH
04/20/2007 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
TX
10/02/2001 - 03/07/2007
A I M DISTRIBUTORS, INC. (HOUSTON TX)
TX
09/21/1999 - 10/12/2001
FUND MANAGEMENT COMPANY (HOUSTON TX)
TX
02/03/1998 - 09/21/1999
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 03/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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