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Kevin P Beck

Calamos Financial Services LLC

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About Kevin P Beck

Kevin Beck is a financial advisor with over 13 years of experience in the industry. Kevin is currently registered with Calamos Financial Services LLC and holds Series 6, 7 and 63 licenses, as well as the SIE exam. Kevin has experience working at Chase Investment Services Corp. Kevin is licensed to provide investment advice in Arkansas, Illinois, Kentucky, Louisiana, Mississippi and Tennessee.

Firm Information

Kevin Beck 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 Beck’s Registration & Firm History

IL

03/27/2009 - Present

Calamos Financial Services LLC (NAPERVILLE IL)

IL

12/22/2008 - 01/12/2009

CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)

IL

11/14/2007 - 10/03/2008

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

09/02/2005 - 11/06/2007

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/26/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2007

Series 7 - General Securities Representative Examination

BC

Issued 09/01/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin P Beck. Review regulatory record here.
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