Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Brandel is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the financial services industry for over ten years, and has experience with a variety of investments including securities, commodities, and variable contracts. Kevin holds the Series 3, 6, 7, and 66 licenses, and is registered in multiple states. Kevin is dedicated to providing his clients with personalized financial advice, and is committed to helping them reach their financial goals. Kevin is a member of the Greater Baltimore UK Alumni Club.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MD
06/16/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TOWSON MD)
MD
07/01/2015 - 10/21/2019
STEBEN & COMPANY, INC. (GAITHERSBURG MD)
NC
09/09/2013 - 06/26/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
BOTH
Issued 11/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2015
Series 3 - National Commodity Futures Examination
BC
Issued 03/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kevin Brandel is the right advisor for you? Invested Better is here to help.
