Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin P. McGuan has been a registered representative for over 30 years and is currently registered in California. He is currently registered with Kevin P. McGuan, LLC and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Shearson Lehman Hutton Inc., SME Capital Management Corporation and Advantage Capital Corporation. Kevin P. McGuan has a strong background in the financial services industry with extensive experience in investment management. He holds several licenses, including Series 6, 7, 3 and 63, as well as the SIE exam. Kevin P. McGuan is also a licensed real estate agent. Kevin P. McGuan offers a variety of financial services, including portfolio management for individuals. The firm has approximately $21.5 million in assets under management for 29 accounts. Kevin P. McGuan is committed to providing clients with personalized financial advice and guidance.
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.
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.
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CA
01/01/2025 - Present
Kevin P. McGuan, LLC (LONG BEACH CA)
CA
01/01/1990 - 08/10/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONG BEACH CA)
NY
11/23/1988 - 12/05/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
10/31/1987 - 09/14/1988
SME CAPITAL MANAGEMENT CORPORATION
NA
06/19/1987 - 12/31/1987
ADVANTAGE CAPITAL CORPORATION
BC
Issued 08/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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