Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Porzelt is a financial professional with over 6 years of experience in the industry. Kevin is currently registered with HSBC Securities (USA) Inc. and previously worked at Credit Suisse Securities (USA) LLC. Kevin is licensed to provide financial advice in all states.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
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.
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NY
09/23/2021 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
11/29/2017 - 08/25/2021
CREDIT SUISSE SECURITIES (USA) LLC (New York NY)
BC
Issued 12/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/30/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2018
Series 57 - Securities Trader Exam
BC
Issued 11/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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