Unclaimed
Kevin McClelland is a financial advisor with Citizens JMP Securities, LLC. Kevin has been in the industry since 1994. Kevin's firm offers a variety of services to their clients. Kevin currently holds Series 7, Series 24, Series 63, SIE and Series 79TO licenses. Kevin is registered to sell securities in California.
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.
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.
1
2
CA
05/23/2003 - Present
Citizens JMP Securities, LLC (SAN FRANCISCO CA)
NY
11/15/1994 - 05/12/2003
BROADVIEW INTERNATIONAL LLC (NEW YORK NY)
BC
Issued 03/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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