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 White is a registered representative with The Klein Group, LLC, a firm that offers a range of financial services. Kevin has been in the industry since 2003 and has held previous positions at Western Reserve Partners LLC and Citigroup Global Markets Inc. Kevin holds a Series 7, Series 63, Series 79TO, and SIE. He is registered in New York.
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.
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.
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2
NY
01/10/2022 - Present
THE Klein Group, LLC (NEW YORK NY)
OH
01/21/2009 - 09/30/2015
WESTERN RESERVE PARTNERS LLC (CLEVELAND OH)
NY
11/29/1997 - 08/15/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/23/1996 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 02/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/26/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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