Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Pierron is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in New Haven, CT. Kevin has been in the industry since November 2022 and is licensed in 19 states and the District of Columbia. Kevin is a Series 66 and Series 7TO licensed professional. Kevin's area of expertise is in managing investment portfolios for individual investors and businesses. Kevin also provides investment advisory services to charitable organizations, pension and profit sharing plans, corporations and other businesses. Kevin is committed to providing his clients with the highest level of service and expertise.
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
CT
05/12/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW HAVEN CT)
BOTH
Issued 02/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2021
SIE - Securities Industry Essentials 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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