Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McDermott is a financial professional who has been in the industry since August 1987. Kevin is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously worked with UBS Financial Services Inc., Salomon Smith Barney Inc., Hilliard Farber Securities Corp. and Hilliard Farber & Co., Inc.. Kevin holds licenses for both securities and investment advisory activities. Kevin’s licenses include Series 7, Series 63, Series 65, and SIE. Kevin has been registered with the state of Vermont for securities and investment advisory activities since August 2007.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VT
08/21/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BURLINGTON VT)
VT
01/17/2003 - 09/05/2007
UBS FINANCIAL SERVICES INC. (SOUTH BURLINGTON VT)
NY
01/20/1996 - 01/24/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/23/1988 - 01/01/1996
HILLIARD FARBER SECURITIES CORP. (NEW YORK NY)
NJ
07/25/1987 - 01/01/1996
HILLIARD FARBER & CO., INC. (JERSEY CITY NJ)
IA
Issued 01/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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