Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Majidian is a financial advisor with J.P. Morgan Securities LLC, and has been in the industry since March 19, 2012. Kevin is a Certified Financial Planner and holds a Series 7, Series 63, and Series 66 licenses. Kevin specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Kevin has previously worked at Chase Investment Services Corp. and Morgan Stanley Smith Barney. Kevin is registered to provide investment advice in 32 states.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
02/02/2017 - Present
J.p. Morgan Securities LLC (CALABASAS CA)
CA
05/29/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CALABASAS CA)
CA
01/18/2011 - 03/29/2011
MORGAN STANLEY SMITH BARNEY (OXNARD CA)
BOTH
Issued 08/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kevin Majidian is the right advisor for you? Invested Better is here to help.
