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 Doney is a financial professional with over 30 years of experience in the industry. Kevin is currently registered with Oppenheimer & Co. Inc. and has been with the firm since 2014. Prior to joining Oppenheimer & Co. Inc., Kevin was employed with Mesirow Financial, Inc. Kevin provides financial planning services, portfolio management, and investment advisory services to individuals and businesses. Kevin also holds the Certified Financial Planner designation.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
02/27/2014 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
IL
12/14/1993 - 02/04/2014
MESIROW FINANCIAL, INC. (OAKBROOK TERRACE IL)
NA
09/22/1993 - 01/01/1994
MESIROW INVESTMENT SERVICES, INC.
IA
Issued 06/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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