Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin G. Roberts is a financial professional with over 30 years of experience in the industry. Kevin currently works at Bankers Life Securities, Inc. and is registered to conduct business in Connecticut and New York. Kevin has previously worked for PROEQUITIES, INC., UVEST FINANCIAL SERVICES GROUP, INC., INVESTEC ERNST & COMPANY, GRUNTAL & CO., L.L.C., and HERZFELD & STERN INC.
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.
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.
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2
CT
05/26/2016 - Present
Bankers Life Securities, Inc. (Danbury CT)
CT
06/16/2010 - 05/26/2016
PROEQUITIES, INC. (MILFORD CT)
NC
04/24/2009 - 05/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
11/05/2001 - 10/17/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
10/01/1985 - 10/30/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
02/10/1983 - 10/01/1985
HERZFELD & STERN INC.
BC
Issued 12/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/27/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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