Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gildner is a financial advisor with over 30 years of experience in the financial services industry. Kevin currently works with Commonwealth Financial Network. Kevin has worked in multiple roles in the industry, including at PrimeVest Financial Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Community Investment Services, Inc., and Invest Financial Corporation. Kevin is registered to provide financial advice in 21 states and is licensed by FINRA. Kevin has earned Series 6, 7, 63, and SIE licenses.
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
01/12/2018 - Present
Commonwealth Financial Network (Wellsville NY)
NY
01/14/2011 - 01/17/2018
INVEST FINANCIAL CORPORATION (WELLSVILLE NY)
NY
03/16/1999 - 01/27/2011
COMMUNITY INVESTMENT SERVICES, INC. (ALFRED NY)
MN
05/18/1998 - 03/16/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
03/01/1989 - 05/29/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/01/1989 - 05/29/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 05/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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