Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Matthew Beauchamp is a financial advisor with Schechter Investment Advisors, LLC in Birmingham, MI. Kevin has been in the financial services industry since 2002 and is registered with the state of Michigan. His experience includes working with Niagara International Capital Limited, NFP Advisor Services, LLC, and Eaton Vance Distributors, Inc. Kevin has a variety of experience in financial planning, portfolio management, and investment advisory services for businesses and individuals. His firm, Schechter Investment Advisors, LLC, is headquartered in Birmingham, MI and specializes in financial planning, portfolio management, and investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
09/08/2014 - Present
Schechter Investment Advisors, LLC (BIRMINGHAM MI)
MI
02/11/2016 - 06/15/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (Birmingham MI)
MI
09/08/2014 - 02/12/2016
NFP ADVISOR SERVICES, LLC (BIRMINGHAM MI)
MA
01/12/2010 - 05/07/2014
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MI
07/06/2005 - 01/04/2010
CHASE INVESTMENT SERVICES CORP. (LAPEER MI)
IL
01/23/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
03/12/2002 - 01/29/2004
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 04/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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