Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cusack is a registered representative and investment advisor representative with Stifel, Nicolaus & Company, Inc. in Grand Rapids, Michigan. Kevin has been in the securities industry since 1986 and has been registered with the state of Michigan since 2016. Kevin holds the Series 7, Series 63, and Series 65 licenses. Kevin provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Kevin is also a board member for a variety of organizations, including the Grand Valley University Foundation and God World Publications.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
09/30/2016 - Present
Stifel, Nicolaus & Company, Inc. (GRAND RAPIDS MI)
MI
12/17/2003 - 08/02/2016
OPPENHEIMER & CO. INC. (GRAND RAPIDS MI)
OH
01/02/1989 - 11/07/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
11/23/1988 - 12/15/1988
MCDONALD & COMPANY SECURITIES, INC.
NA
02/19/1986 - 11/28/1988
A. G. EDWARDS & SONS, INC.
IA
Issued 12/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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