Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Anthony Visconti is a financial advisor with over 17 years of experience in the financial services industry. Kevin is currently registered with Commonwealth Financial Network and holds a Series 7, Series 6, Series 24, and Series 63 license. He is also a Certified Financial Planner. Kevin has previously been associated with several other firms including LPL Financial LLC, HSBC Securities (USA) Inc., and Chase Investment Services Corp. Kevin is passionate about helping individuals and families achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
09/30/2024 - Present
Commonwealth Financial Network (Syracuse NY)
NY
05/18/2012 - 07/27/2015
LPL FINANCIAL LLC (EVANS MILL NY)
NY
07/09/2008 - 05/15/2012
HSBC SECURITIES (USA) INC. (DEWITT NY)
NY
10/17/2006 - 07/01/2008
CHASE INVESTMENT SERVICES CORP. (MANILUS NY)
IA
Issued 08/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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