Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Brady Witmer is a registered representative and investment advisor representative with Cuso Financial Services, LP. Kevin has been in the industry since 2015 and is registered in New York and Texas. Kevin has a broad range of experience in financial services, including securities, investment advisory, and financial planning. Kevin has been affiliated with Cuso Financial Services, LP since 2021 and previously worked at Key Investment Services LLC and NYLIFE Securities LLC. Kevin is committed to providing clients with personalized financial advice and guidance to help them 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.
A percentage of the total value of assets under management is charged.
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2
NY
12/22/2023 - Present
Cuso Financial Services, LP (Syracuse NY)
NY
10/15/2018 - 12/03/2021
KEY INVESTMENT SERVICES LLC (Liverpool NY)
NY
06/25/2015 - 08/31/2018
NYLIFE SECURITIES LLC (DEWITT NY)
BOTH
Issued 08/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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