Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Disano is a financial advisor with Beacon Pointe Advisors, LLC. Kevin has been in the financial services industry since 1999. Kevin has experience working with high-net-worth individuals, families, corporations, trusts, endowments, and foundations. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 3, 7, 24, 51, and 63 securities licenses, and the Series 65 investment advisor license.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
1
2
IL
12/10/2020 - Present
Beacon Pointe Advisors, LLC (GLENVIEW IL)
IL
04/12/2016 - 05/13/2019
NUVEEN SECURITIES, LLC (CHICAGO IL)
NJ
04/15/2015 - 04/04/2016
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
CO
06/30/2009 - 04/17/2015
ALPS DISTRIBUTORS, INC. (DENVER CO)
NY
05/02/2005 - 06/09/2009
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
NY
12/12/2002 - 04/08/2005
MAN INVESTMENTS INC. (NEW YORK NY)
MN
07/24/2002 - 10/25/2002
STRATEGIC TRADING, INC. (EXCELSIOR MN)
MN
07/21/1993 - 11/06/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/21/1993 - 11/06/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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