Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Paul Schillaci is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the industry since March 11, 1999. Kevin has passed the Series 63, Series 65, Series 7, Series 31, and SIE exams. Kevin is registered in California, Idaho, Indiana, Louisiana, Texas, and Washington. Previously, Kevin was employed by Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and MORGAN STANLEY.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
05/23/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
06/01/2009 - 06/02/2014
MORGAN STANLEY (HOUSTON TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
03/12/1999 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
IA
Issued 03/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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