Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Picard is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Clearwater, Florida. Kevin has been working in the financial industry since 2014 and has a wide range of experience in providing financial advice to a variety of clients. Kevin holds both FINRA and state securities registrations. Kevin has also passed a number of industry exams, including the Series 66, Series 10, Series 9, Series 7 and the SIE exam. Kevin also has experience working as a real estate broker.
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
FL
03/06/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLEARWATER FL)
FL
07/14/2017 - 02/28/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
MI
09/29/2014 - 07/05/2017
RAYMOND JAMES & ASSOCIATES, INC. (ANN ARBOR MI)
BOTH
Issued 8/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/4/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/17/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/29/2014
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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