Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin William Philips is a registered representative with Keybanc Capital Markets Inc. Kevin has been in the financial services industry since September 5, 2018 and is currently located in Portland, Oregon. Kevin has held previous positions at Lincoln International LLC and Barclays Capital Inc. Kevin is a Series 7, 79, and 63 licensed professional.
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.
1
2
OR
07/15/2021 - Present
Keybanc Capital Markets Inc. (PORTLAND OR)
CA
08/01/2018 - 06/29/2020
LINCOLN INTERNATIONAL LLC (LOS ANGELES CA)
NY
08/22/2017 - 08/09/2018
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 08/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kevin Philips is the right advisor for you? Invested Better is here to help.
