Unclaimed
Kevin Robert Stamm is a registered representative of J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. Kevin Robert Stamm has been in the securities industry since August 15, 2009. He is currently registered in Nevada, New York, and Texas, as a Registered Representative. Kevin Robert Stamm is also registered as an Investment Advisor Representative in Nevada, New York, and Texas. Kevin Robert Stamm is associated with two branch office locations for J.p. Morgan Securities LLC: one in Patchogue, New York, and the other in Yaphank, New York. Kevin Robert Stamm has held past registrations with several other firms, including AEGIS CAPITAL CORP., ROCKWELL GLOBAL CAPITAL LLC, and PAULSON INVESTMENT COMPANY, INC.. In addition to his current registration with J.p. Morgan Securities LLC, Kevin Robert Stamm has also held past registrations in California, Connecticut, Florida, New Jersey, North Carolina, Tennessee, Texas, and Washington.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/18/2023 - Present
J.p. Morgan Securities LLC (PATCHOGUE NY)
NY
11/08/2012 - 03/18/2013
AEGIS CAPITAL CORP. (MELVILLE NY)
NY
08/03/2011 - 03/21/2012
ROCKWELL GLOBAL CAPITAL LLC (MELVILLE NY)
NY
08/04/2011 - 08/16/2011
PAULSON INVESTMENT COMPANY, INC. (HAUPPAUGE NY)
NY
01/04/2010 - 08/03/2011
PAULSON INVESTMENT COMPANY, INC. (HAUPPAUGE NY)
NY
09/29/2008 - 01/13/2010
GUNNALLEN FINANCIAL, INC (HAUPPAUGE NY)
BOTH
Issued 10/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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