Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McHale is a financial professional with over 17 years of experience in the financial services industry. Kevin McHale is currently registered with Clearbridge Investments, LLC in New York, NY. Kevin McHale has a broad range of experience, having worked with Putnam Retail Management LP, Chase Investment Services Corp., Legg Mason Investor Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Ameriprise Financial Services, Inc. Kevin McHale is a Chartered Financial Consultant. Kevin McHale specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
10/07/2019 - Present
Clearbridge Investments, LLC (NEW YORK NY)
CT
01/02/2024 - 07/03/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (STAMFORD CT)
CT
12/21/2009 - 08/19/2010
CHASE INVESTMENT SERVICES CORP. (STAMFORD CT)
CT
06/09/2008 - 05/04/2009
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
CT
02/01/2007 - 05/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
12/19/2006 - 02/24/2007
AMERIPRISE FINANCIAL SERVICES, INC. (FARMINGTON CT)
CT
11/02/2005 - 12/07/2006
AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)
BOTH
Issued 11/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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