Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin W. Byrne has been in the financial industry since April 1999. Kevin is a registered representative with Stifel, Nicolaus & Company, Inc. based in Chicago, Illinois. Previously, Kevin worked at RAYMOND JAMES & ASSOCIATES, INC. and WACHOVIA SECURITIES, LLC, also based in Chicago. Kevin offers a variety of financial planning and portfolio management services to individual and institutional clients.
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.
1
2
IL
02/18/2020 - Present
Stifel, Nicolaus & Company, Inc. (CHICAGO IL)
IL
11/14/2008 - 12/11/2019
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
04/14/1999 - 11/17/2008
WACHOVIA SECURITIES, LLC (CHICAGO IL)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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