Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Charos is a financial advisor with Janney Montgomery Scott LLC. Kevin has been in the securities industry since October 24, 1987. Kevin has a broad range of experience, having worked with various firms over the years, including C.E. Unterberg, Towbin, M. H. Meyerson & Co., Inc., Barrett Day Securities, Inc., and Greentree Securities Corp. Kevin is licensed in multiple states, including California, Connecticut, Delaware, Florida, Georgia, Kansas, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, South Carolina, Texas, and Wisconsin. Kevin is a registered representative of Janney Montgomery Scott LLC, and is also a registered investment advisor. Kevin specializes in working with individuals, corporations, and other businesses, providing them with a range of financial services, including financial planning, investment management, and portfolio management.
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.
Fee plus commission
1
2
NJ
10/10/2008 - Present
Janney Montgomery Scott LLC (Red Bank NJ)
NY
01/19/2001 - 11/12/2001
C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)
NJ
07/22/1991 - 01/24/2001
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
NA
02/15/1990 - 08/20/1991
BARRETT DAY SECURITIES, INC.
NY
05/23/1989 - 08/20/1991
BARRETT DAY SECURITIES, INC. (NEW YORK NY)
NA
11/17/1988 - 05/17/1989
INDIVIDUAL'S SECURITIES LTD.
NA
10/20/1987 - 12/03/1988
GREENTREE SECURITIES CORP.
BOTH
Issued 09/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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