Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Heal is a registered Investment Advisor Representative with Argus Investors' Counsel, Inc. Kevin has been in the financial industry since 1988 and has worked with several firms before joining Argus Investors' Counsel, Inc. in 2018. Kevin has a strong background in financial planning and portfolio management. Kevin's areas of expertise include portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see the "miscellaneous" section of 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.
A percentage of the total value of assets under management is charged.
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2
NY
04/29/2019 - Present
Argus Investors' Counsel, Inc. (NEW YORK NY)
NY
04/26/2018 - 11/13/2018
TRIAD SECURITIES CORP (NEW YORK NY)
NY
06/09/2015 - 05/03/2016
TRIAD SECURITIES CORP (NEW YORK NY)
NY
11/09/2012 - 12/09/2015
CALLAHAN FINANCIAL SERVICES, INC. (New York NY)
MD
02/24/2012 - 11/01/2012
THE PRINCERIDGE GROUP LLC (BETHESDA MD)
MD
09/20/2010 - 02/17/2012
COHEN & COMPANY CAPITAL MARKETS, LLC (BETHESDA MD)
MD
08/18/2009 - 10/01/2010
COHEN & COMPANY SECURITIES, LLC (BETHESDA MD)
VA
03/16/2009 - 06/22/2009
STERNE, AGEE & LEACH, INC. (MCLEAN VA)
VA
02/04/2005 - 01/05/2009
BNP PARIBAS SECURITIES CORP. (MC LEAN VA)
NY
03/06/1997 - 03/23/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
NJ
11/25/1991 - 02/24/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
04/17/1991 - 12/02/1991
GARBAN SECURITIES, INC. (JERSEY CITY NJ)
NJ
03/15/1991 - 12/02/1991
GARVIN GUYBUTLER CORPORATION (JERSEY CITY NJ)
NJ
04/19/1988 - 03/26/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 05/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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