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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 Michael Mayer is a financial advisor with Morgan Stanley. Kevin has been working in the financial services industry since 2004 and has experience with a variety of firms, including E*TRADE Securities LLC and Ameriprise Financial Services, Inc. Kevin holds Series 7, 9, 10, 24, 63 and 66 licenses. Kevin specializes in providing financial planning, asset allocation advice, pension consulting, and portfolio management for individuals, businesses, and investment companies. Kevin can help you with a variety of financial needs, including retirement planning, investment management, and insurance.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
GA
09/05/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
07/20/2011 - 09/05/2023
E*TRADE SECURITIES LLC (Alpharetta GA)
IN
10/05/2009 - 07/12/2011
AMERIPRISE FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
02/02/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (INDIANAPOLIS IN)
IN
03/25/2004 - 02/07/2007
EDWARD JONES (INDIANAPOLIS IN)
BOTH
Issued 06/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/04/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/16/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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