Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Todd Myers is a financial advisor at Janney Montgomery Scott LLC. Kevin has been working in the financial industry since 2010 and has a broad range of experience in financial planning, portfolio management, and securities. Kevin is licensed to provide investment advice in multiple states across the US and holds Series 7, 9, 10, and 66 licenses. Kevin also holds a Certified Financial Planner designation.
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
GA
01/15/2021 - Present
Janney Montgomery Scott LLC (Duluth GA)
GA
10/22/2010 - 01/20/2021
MORGAN STANLEY (DULUTH GA)
BOTH
Issued 11/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kevin Myers is the right advisor for you? Invested Better is here to help.
