Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Stewart is a financial professional with over 14 years of experience in the industry. Kevin has been registered with J.P. Morgan Securities LLC since 2012 and has previously held a position with Chase Investment Services Corp. Kevin has a strong background in investment company products and variable contracts, having passed the Series 6 exam in 2008. Currently, Kevin is licensed in Arizona. Kevin's areas of specialization include investment company products, variable contracts, fixed annuities, mutual funds, and retirement planning. Kevin's experience and expertise allow him to offer a comprehensive range of financial services to meet his client's needs.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
AZ
07/11/2024 - Present
J.p. Morgan Securities LLC (SUN CITY WEST AZ)
AZ
10/01/2012 - 09/08/2022
J.P. MORGAN SECURITIES LLC (PHOENIX AZ)
AZ
05/02/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
BC
Issued 05/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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