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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Walter Anglim is a financial advisor with Morgan Stanley. Kevin has over 25 years of experience in the industry and holds Series 7, 63, and 65 licenses. Kevin has previously worked at UBS Financial Services Inc. and Prudential Securities Incorporated. Kevin has a wide range of experience in financial planning, portfolio management, and investment advisory services. Kevin provides financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Kevin specializes in providing investment advice to high net worth individuals and families, as well as institutional clients such as charitable organizations and pension funds. Kevin is a licensed investment advisor representative in New York and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/14/2020 - Present
Morgan Stanley (Port Jefferson NY)
NY
02/07/1997 - 09/30/2010
UBS FINANCIAL SERVICES INC. (PORT JEFFERSON NY)
NY
09/07/1995 - 02/14/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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