Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Morgan is a financial advisor with J.p. Morgan Institutional Investments Inc., based in New York, NY. Kevin has over 15 years of experience in the financial services industry. Kevin holds the Series 3, 6, 30 and 63 licenses. Kevin was previously registered with JPMorgan Distribution Services, Inc., DWS INVESTMENTS DISTRIBUTORS, INC, and Fidelity Investments Institutional Services Company, Inc.
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
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
OH
05/11/2009 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IL
12/20/2005 - 01/26/2009
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
RI
01/25/2005 - 12/14/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 12/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2019
Series 30 - NFA Branch Manager Examination
BC
Issued 07/18/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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