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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 Holt is a financial advisor with Morgan Stanley. Kevin has been in the industry since 2001 and holds a Series 7, 63, 66, 9, 10, 3, 31, and SIE license. Kevin is a registered representative of Morgan Stanley in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, and West Virginia. Kevin has experience with providing portfolio management for individuals, businesses, and investment companies, as well as financial planning, pension consulting, and educational seminars. Kevin also provides asset allocation advice.
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
NJ
06/18/2021 - Present
Morgan Stanley (Sea Girt NJ)
NJ
02/03/2003 - 06/21/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASQUAN NJ)
NY
10/09/2002 - 11/15/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/16/2001 - 07/09/2001
GBI CAPITAL PARTNERS INC. (BETHPAGE NY)
BOTH
Issued 02/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/29/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/2001
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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