Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Barrett is a registered representative with Equitable Advisors, LLC and has been in the financial industry since January 15, 2023. Kevin Barrett is licensed to sell securities in California, Florida, Iowa, Minnesota, New York, North Dakota, Texas, and Utah. Kevin Barrett specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Kevin Barrett works out of the Equitable Advisors, LLC branch office located at 1290 Avenue of the Americas, 4th FL in New York, New York.
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.
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.
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2
NY
04/09/2024 - Present
Equitable Advisors, LLC (NEW YORK NY)
BOTH
Issued 02/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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