Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Mehmet Ozbay is a financial advisor registered with LPL Enterprise, LLC. Kevin Mehmet Ozbay is licensed to provide financial advice in New York and is active in the securities and investment advisory businesses. Kevin Mehmet Ozbay is a licensed Registered Representative and is also an Investment Advisor Representative. Kevin Mehmet Ozbay has been in the financial industry for 5 years and is active in the securities and investment advisory business.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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NY
11/14/2024 - Present
LPL Enterprise, LLC (NEW YORK NY)
BOTH
Issued 07/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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