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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 Fahy is an investment advisor representative with Cetera Investment Advisers LLC and Bright Futures Wealth Management, LLC. Kevin works out of the Pittsford, NY office of Cetera Investment Advisers LLC and the Pittsford and Webster, NY offices of Bright Futures Wealth Management, LLC. Kevin has been in the industry since 2019. Kevin holds the Series 7TO, Series 63, and Series 66 licenses. Kevin is registered to provide investment advice in New York, South Carolina, and other states. Kevin works with high net worth individuals, individuals other than high net worth individuals, corporations, insurance companies, banking and thrift institutions, pension and profit-sharing plans, charitable organizations and state or municipal government entities. Kevin's services include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
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NY
03/21/2024 - Present
Cetera Investment Advisers LLC (PITTSFORD NY)
NJ
04/20/2019 - 10/16/2020
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 09/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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