Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McCreless is a financial professional with over 15 years of experience in the industry. Kevin McCreless currently holds registrations with Concourse Financial Group Securities, Inc. and Investment Distributors Inc (IDI) where Kevin McCreless serves as Chief Compliance Officer. Kevin McCreless has worked for multiple firms throughout their career including CETERA INVESTMENT SERVICES LLC, STERNE, AGEE & LEACH, INC., and PROEQUITIES, INC. Kevin McCreless has experience in both the brokerage and investment advisory fields. Kevin McCreless holds a Series 7, Series 24 and Series 66. Kevin McCreless is a dedicated professional with a strong commitment to serving clients. Kevin McCreless specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
02/07/2025 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
AL
04/10/2015 - 11/16/2016
CETERA INVESTMENT SERVICES LLC (BIRMINGHAM AL)
AL
01/29/2015 - 03/24/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
01/16/2013 - 01/27/2015
CETERA INVESTMENT SERVICES LLC (BIRMINGHAM AL)
AL
09/05/2007 - 10/03/2012
PROEQUITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 01/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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