Unclaimed
Kevin Marc Leuenberger is a financial advisor with Jefferies LLC. He is registered with the state of California and has been in the industry since August 24, 2016. Kevin has experience in investment banking and holds the Series 63, SIE, and Series 79 licenses. Kevin previously worked at Duff & Phelps Securities LLC and J.P. Morgan Securities LLC.
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
CA
03/16/2021 - Present
Jefferies LLC (SAN FRANCISCO CA)
CA
03/15/2017 - 09/03/2020
DUFF & PHELPS SECURITIES LLC (EAST PALO ALTO CA)
NY
07/06/2015 - 08/03/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 07/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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