Kevin Meserve, financial advisor Woodbridge NJ
61 score

Kevin Meserve

CRD Number: 5372345
Current Firm: Voya Financial Advisors, Inc.

Kevin Meserve (CRD# 5372345) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Woodbridge, NJ and has over 9 years of experience in the finance industry.

Similar Advisors
John Bartlett, financial advisor Woodbridge NJ
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
Similar Advisors
Danna Jacobs, financial advisor Woodbridge NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
Similar Advisors
Gary Matthews, financial advisor Woodbridge NJ
Gary R. Matthews
CRD# 4276969
SRI Investing
Score
107
Company Name Location Dates Years
Voya Financial Advisors Fairfax, VA Sep 2014 - Current 2
Ing Financial Partners, Inc. Fairfax, VA May 2014 - Sep 2014 < 1
Valic Financial Advisors Pittsburgh, PA Nov 2013 - May 2014 < 1
Sovereign Bank Na Chelsea, MA Jul 2013 - Nov 2013 < 1
Santander Securities LLC Guaynabo, PR Jul 2013 - Nov 2013 < 1
Cuso Financial Services, LP San Diego, CA May 2013 - Jul 2013 < 1
Hsbc Bank Usa N.a. Bethesda, MD Feb 2013 - Apr 2013 < 1
Valic Financial Advisors, Inc. Nashua, NH Dec 2009 - Nov 2012 2
Unemployed Clinton, MA Mar 2009 - Dec 2009 < 1
Fidelity Brokerage Services LLC Marlborough, MA Jan 2008 - Feb 2009 1
Fidelity Investments Boston, MA Apr 2007 - Jan 2008 < 1
Ultimate Parking Boston, MA Aug 2005 - Dec 2007 2
Wells Fargo Financial Dedham, MA Nov 2006 - Apr 2007 < 1
American Windows Pawtucket, RI Nov 2005 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Jan 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Kevin F. Meserve
Phone Number: 1-800-356-2906
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Kevin Meserve and other advisors.
BADGES
61

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.