Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cvercko is a financial advisor with over 15 years of experience in the industry. Kevin is currently registered with BNY Mellon Securities Corp., and previously worked at LPL Financial LLC, Northwestern Mutual Investment Services, LLC, TD Ameritrade, Inc., PNC Investments, Legacy Financial Services, Inc., and Dreyfus Investment Services Corporation. Kevin is licensed to provide financial advice in 51 states. Kevin specializes in providing financial advice to individuals and businesses. Kevin is also experienced in portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
PA
09/15/2016 - Present
BNY Mellon Securities Corp. (PITTSBURGH PA)
PA
11/03/2010 - 11/11/2011
LPL FINANCIAL LLC (OAKMONT PA)
PA
03/25/2008 - 03/17/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)
PA
05/08/2006 - 12/06/2006
TD AMERITRADE, INC. (PITTSBURGH PA)
PA
01/15/2004 - 07/25/2005
PNC INVESTMENTS (PITTSBURGH PA)
CA
01/31/2003 - 04/16/2003
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NY
10/12/2000 - 02/07/2001
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
PA
12/09/1997 - 02/05/2001
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
NY
10/08/1999 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
10/04/1999 - 10/04/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
PA
05/13/1997 - 12/08/1997
BEACONSFIELD FINANCIAL SERVICES, INC. (CANONSBURG PA)
BC
Issued 06/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/19/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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