Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Winder is a financial advisor who has been in the industry since 1984. Kevin is currently registered with Park Avenue Securities LLC, a broker-dealer firm, and is registered as an Investment Advisor Representative (IAR) in the state of New York. Kevin's professional experience includes working with Guardian Investor Services Corporation, W. S. Griffith & Co., Inc., MONY Securities Corp., and PRUCO Securities Corporation. Kevin's specializations include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Educational Seminars, and Selection of Other Advisers. Kevin also co-trustees a family member testamentary trust.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NY
04/16/2021 - Present
Park Avenue Securities LLC (PITTSFORD NY)
NY
05/01/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
05/08/1995 - 04/10/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NY
11/15/1993 - 05/15/1995
MONY SECURITIES CORP. (NEW YORK NY)
NJ
06/05/1984 - 10/29/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 12/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Winder is the right advisor for you? Invested Better is here to help.
