Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McMurchy is a financial advisor who is currently registered with Pickwick Capital Partners, LLC. Kevin holds FINRA Series 7, 79TO, 82TO, and 24 licenses, as well as a Series 63 license. Kevin has over 20 years of experience in the financial services industry, having worked for a variety of firms including Scott-Macon Securities, Inc. and Keefe, Bruyette & Woods, Inc. Kevin's expertise includes investment banking, private securities offerings and general securities. He is also licensed to conduct business in Connecticut.
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.
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.
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2
NY
04/17/2023 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
PA
07/25/2022 - 03/15/2023
BA SECURITIES, LLC (W. CONSHOHOCKEN PA)
NY
07/14/2016 - 06/09/2020
SCOTT-MACON SECURITIES, INC. (NEW YORK NY)
NY
04/27/2010 - 07/11/2016
DRESNER INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
08/11/2008 - 11/23/2009
HOULIHAN LOKEY HOWARD & ZUKIN CAPITAL, INC. (NEW YORK NY)
NY
12/10/2002 - 08/01/2008
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
03/15/2000 - 10/17/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
BC
Issued 10/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/17/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 07/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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