Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin C. Birt is a financial advisor with Commonwealth Financial Network. Kevin has been in the industry since 2002 and is registered in New York. Kevin has a long history of experience working with a variety of clients, including individuals, corporations, and charitable organizations. Kevin has worked with several firms over the years including Lincoln Financial Securities Corporation, HSBC Securities (USA) Inc., and ScotTrade, Inc.. Kevin specializes in financial planning, portfolio management, and pension consulting.
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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NY
03/18/2024 - Present
Commonwealth Financial Network (Hamburg NY)
NY
02/26/2021 - 03/21/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (Hamburg NY)
NY
06/29/2017 - 06/25/2019
HSBC SECURITIES (USA) INC. (DEPEW NY)
NY
10/08/2014 - 04/19/2017
SCOTTRADE, INC. (ORCHARD PARK NY)
NY
08/04/2011 - 10/02/2014
LEGEND EQUITIES CORPORATION (GETZVILLE NY)
NY
08/24/2005 - 07/25/2011
HSBC SECURITIES (USA) INC. (BUFFALO NY)
MD
09/05/2000 - 08/05/2005
M&T SECURITIES, INC. (BALTIMORE MD)
MD
04/03/2003 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
BOTH
Issued 03/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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