Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Walsh is a financial advisor with Janney Montgomery Scott LLC, based in New York City. Kevin has over 35 years of experience in the financial services industry, and is licensed to provide securities and investment advice in multiple states. Kevin has a broad range of experience, with expertise in a variety of investment products and services. Kevin is committed to helping clients reach their financial goals and offers a personalized approach to financial planning.
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.
Fee plus commission
1
2
NY
09/15/2011 - Present
Janney Montgomery Scott LLC (NEW YORK NY)
NY
09/24/2010 - 09/12/2011
STONE & YOUNGBERG LLC (NEW YORK NY)
NY
09/09/2009 - 09/20/2010
JVB FINANCIAL GROUP, LLC (NEW YORK NY)
CT
09/22/2008 - 06/10/2009
PURSUIT PARTNERS LLC (STAMFORD CT)
NY
07/13/2005 - 02/19/2008
WAMU CAPITAL CORP. (NEW YORK NY)
CA
05/15/2000 - 06/13/2005
COUNTRYWIDE SECURITIES CORPORATION (CALABASAS CA)
NJ
09/05/1996 - 05/08/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NJ
01/10/1995 - 09/17/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/11/1990 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
03/14/1990 - 10/10/1990
UBS SECURITIES INC. (NEW YORK NY)
NA
07/25/1987 - 03/14/1990
DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.
NA
10/22/1985 - 03/14/1990
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 10/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1997
Series 5 - Interest Rate Options Examination
BC
Issued 08/31/1994
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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