Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McShane is an investment advisor representative with Steward Partners Investment Advisory, LLC. Kevin has been in the industry since January 13, 2016. Kevin holds the Series 7 and Series 66 licenses. Steward Partners Investment Advisory, LLC has a total of 45,203 accounts with $20,433,200,577 in regulatory assets under management. Kevin's specialization areas include financial planning, portfolio management for individuals, pension consulting and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/13/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
BOTH
Issued 07/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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