Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Mitchell Myers is a financial advisor with over 20 years of experience in the financial services industry. Kevin is a Certified Financial Planner and a Chartered Financial Analyst. Kevin is currently registered with Private Advisor Group, LLC. Kevin has previously worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, J.P. MORGAN SECURITIES LLC, and UBS SECURITIES LLC. Kevin offers a variety of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses. Kevin also offers educational seminars and publications on a variety of financial topics.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
05/21/2021 - Present
Private Advisor Group, LLC (New Rochelle NY)
NY
05/28/2014 - 11/05/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WHITE PLAINS NY)
NY
05/25/2012 - 02/14/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
01/30/1999 - 06/01/2010
UBS SECURITIES LLC (NEW YORK NY)
IA
Issued 06/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 3 - National Commodity Futures Examination
BC
Issued 12/27/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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