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Rkevin Biasbas

Merrill Lynch, Pierce, Fenner & Smith Inc.

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About Rkevin Biasbas

R. Kevin Biasbas is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in BELLEVUE, WA. R. Kevin Biasbas has been a registered representative in the securities industry since 1998. R. Kevin Biasbas is also a registered investment advisor. R. Kevin Biasbas is currently registered to offer securities in 54 states and Washington D.C. R. Kevin Biasbas is a financial advisor who provides investment advice to a wide range of clients including high-net-worth individuals, corporations, and pension plans. R. Kevin Biasbas also offers other services such as performance measurement reports, allocation modeling, IPS, research reports and services.

Firm Information

Rkevin Biasbas is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Merrill Lynch, Pierce, Fenner & Smith Inc., established in 1958, is a corporation headquartered in NEW YORK, NY. They offer a wide range of financial services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. They are registered with the SEC and in all 50 states, with over 26,000 investment advisor representatives and registered representatives. Their services target high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. They manage assets exceeding $1 trillion, demonstrating their extensive experience in the financial industry.
Merrill Lynch, Pierce, Fenner & Smith Inc.

ONE BRYANT PARK

NEW YORK, NY 10036

$1.27T

Assets Under Management

16,965

Total Clients

25,158

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rkevin Biasbas’s Registration & Firm History

WA

10/20/2022 - Present

Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)

AZ

10/07/2021 - 06/06/2022

UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)

IL

07/09/2014 - 09/29/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)

MO

11/12/2004 - 06/27/2014

SCOTTRADE, INC. (ST. LOUIS MO)

NJ

07/23/2002 - 11/03/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

GA

04/12/2002 - 07/24/2002

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

06/11/2001 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

MN

04/25/2000 - 06/11/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/25/2000 - 06/11/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MO

09/17/1998 - 04/11/2000

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/19/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/28/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/17/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Rkevin Biasbas.
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