Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Richard Kamholz is a financial advisor at UBS Financial Services Inc. Kevin has been a registered representative since 1995 and has been actively serving clients in the financial services industry for over 23 years. Prior to joining UBS Financial Services Inc., Kevin was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kevin is licensed to provide financial advice in 33 states and holds the Series 7, Series 63 and Series 66 licenses. Kevin specializes in providing financial planning, portfolio management and investment services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
See schedule d - miscellaneous
1
2
IL
11/03/2017 - Present
UBS Financial Services Inc. (NORTHBROOK IL)
IL
07/01/2004 - 11/06/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
MA
04/25/2002 - 03/10/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/22/2001 - 03/26/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
03/27/1997 - 05/21/1998
CHAUNER SECURITIES, INC. (NORTHBROOK IL)
IL
02/15/1995 - 03/31/1995
FIRST CHICAGO INVESTMENT SERVICES, INC. (CHICAGO IL)
BOTH
Issued 02/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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