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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Clemson is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Kevin has been a registered professional in the financial industry since 2007. Kevin is licensed in 52 states and holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Kevin specializes in providing financial services to individuals, families, and businesses. Kevin has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Kevin's previous employers include Equitable Advisors, LLC, USI Securities, Inc., MMC Securities LLC, American Funds Distributors, Inc., ADP Broker-Dealer, Inc., and Principal Funds Distributor, Inc.
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
FL
06/06/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOCA RATON FL)
CA
06/24/2021 - 05/09/2022
EQUITABLE ADVISORS, LLC (IRVINE CA)
CA
07/31/2018 - 06/07/2021
USI SECURITIES, INC. (Irvine CA)
CA
09/14/2017 - 12/18/2017
MMC SECURITIES LLC (LOS ANGELES CA)
CA
07/23/2013 - 06/02/2017
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NJ
07/26/2010 - 06/13/2013
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MO
06/19/2007 - 04/01/2010
PRINCOR FINANCIAL SERVICES CORPORATION (CHESTERFIELD MO)
IA
10/08/2007 - 09/23/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
MO
12/14/2006 - 06/05/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CA
06/20/2005 - 05/23/2006
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
BOTH
Issued 10/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2005
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
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