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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Curtis is a financial advisor with Summit Trail Advisors, LLC. Kevin has been in the financial services industry since 1991 and has experience in various roles including regional manager, financial advisor, and investment advisor representative. Kevin holds a Series 6, 7, 24, and 63 license and is a Certified Financial Planner. Kevin has experience working with individuals, corporations, high-net-worth clients, and pension and profit-sharing plans.
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.
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.
Outsourced chief investment officer services / family office services
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
08/23/2019 - Present
Summit Trail Advisors, LLC (NEW YORK NY)
PA
02/21/1995 - 09/06/2019
M&T SECURITIES, INC. (HARRISBURG PA)
NY
06/06/1991 - 02/22/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BC
Issued 07/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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