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Kevin Newstead

Calamos Financial Services LLC

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About Kevin Newstead

Kevin Newstead is a financial professional with over 7 years of experience in the financial services industry. Kevin currently works as a registered representative at Calamos Financial Services LLC, in Naperville, IL. Kevin has previously worked at Citadel Securities LLC and Citadel Clearing LLC. Kevin has passed both the Securities Industry Essentials (SIE) exam and the Series 99 exam.

Firm Information

Kevin Newstead is currently registered with Calamos Financial Services LLC. Calamos Financial Services LLC is a Limited Liability Company formed on September 15, 2004. The firm is registered in 53 states and the District of Columbia, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kevin Newstead’s Registration & Firm History

IL

03/31/2023 - Present

Calamos Financial Services LLC (NAPERVILLE IL)

IL

04/17/2019 - 09/01/2022

CITADEL SECURITIES LLC (CHICAGO IL)

IL

05/08/2015 - 12/06/2016

CITADEL CLEARING LLC (Chicago IL)

IL

10/04/2012 - 12/06/2016

CITADEL SECURITIES LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 12/06/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Newstead.
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