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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Paul eric Pickard is a financial advisor at Morgan Stanley. Kevin has been in the financial services industry since 1998. Kevin is a registered representative and investment advisor representative. Kevin is licensed to conduct business in several states including Michigan and Texas. Kevin has a background in investment banking and wealth management. Kevin provides financial planning, portfolio management, and other advisory services to individual and institutional clients. Kevin holds a Series 7, Series 31, and Series 66 license.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
04/16/2014 - Present
Morgan Stanley (Bloomfield Hills MI)
MI
04/22/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BLOOMFIELD HILLS MI)
NY
02/06/2001 - 05/02/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/21/1998 - 02/27/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/24/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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