Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Sheehy is an investment advisor representative registered with Partners Capital Services, Inc. in New York. Kevin has a background in financial services, having worked in various roles at MUFG Securities Americas Inc., RBC Capital Markets, LLC, and others. Kevin holds the Series 63, 79TO, and SIE licenses. Kevin has experience working with individuals, high net worth individuals, corporations, and other businesses. Kevin is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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NY
09/17/2024 - Present
Partners Capital Services, Inc. (HAUPPAUGE NY)
NY
07/11/2023 - 03/08/2024
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
12/19/2019 - 07/05/2023
MUFG SECURITIES AMERICAS INC. (NEW YORK NY)
BC
Issued 02/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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