Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Marc Zeldin is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Kevin has been in the securities industry since August 17, 2003. Kevin holds the Series 63, Series 66, Series 7, and SIE securities licenses. Kevin has experience working with individuals, businesses, investment clubs, charitable organizations, banking institutions, and pension and profit-sharing plans. Kevin is also registered as an investment advisor in Missouri and Texas.
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
MO
01/17/2020 - Present
Stifel, Nicolaus & Company, Inc. (CLAYTON MO)
NY
11/09/1994 - 06/20/1995
DEVELOPMENT CORPORATION FOR ISRAEL (NEW YORK NY)
BOTH
Issued 04/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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