Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Breen is a financial advisor registered with The Ayco Company, LP. Kevin Breen has been a registered representative for over 23 years and has passed several professional exams, including the Series 7, Series 52TO, Series 55, Series 57TO, and Series 53. Kevin Breen is also a CFA charterholder. Kevin Breen has been working in the financial services industry since September 13, 2000. Kevin Breen is registered in 53 states and the District of Columbia. Kevin Breen is currently registered with The Ayco Company, LP and was previously registered with State Street Global Markets, LLC and M. H. Meyerson & Co., Inc.. Kevin Breen specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Kevin Breen provides services to a range of client types, including high-net-worth individuals, charitable organizations, and corporations or other businesses.
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.
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.
1
2
MA
02/07/2024 - Present
THE Ayco Company, LP (BOSTON MA)
MA
12/18/2002 - 01/03/2005
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
NJ
02/16/2000 - 05/30/2002
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
BC
Issued 04/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
Series 3 - National Commodity Futures Examination
BC
Issued 03/23/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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