Unclaimed
Kevin Tomassetti is a financial advisor with Alliancebernstein Investments, Inc. Kevin has been in the securities industry since 2006. Kevin is registered in Connecticut and New York and has passed the Series 63, Series 7, and SIE exams. Previously, Kevin worked at J.P. Morgan Securities LLC and J.P. Morgan Securities Inc.
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.
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.
1
2
NY
11/04/2011 - Present
Alliancebernstein Investments, Inc. (NEW YORK NY)
NY
10/01/2008 - 09/16/2011
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
01/05/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 04/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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