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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 Kopec is a financial advisor with Cuso Financial Services, LP. Kevin has been in the financial services industry since 2010. Kevin holds the Series 6, 7, and 66 securities licenses as well as the SIE exam. Kevin works with a variety of clients including high-net-worth individuals, corporations, and individuals other than high-net-worth. Kevin is a registered investment advisor in New York, Florida, Maryland, North Carolina, and Pennsylvania. Kevin has prior experience with LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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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2
NY
07/12/2023 - Present
Cuso Financial Services, LP (Lockport NY)
NY
05/14/2013 - 07/20/2023
LPL FINANCIAL LLC (LOCKPORT NY)
NY
08/10/2011 - 01/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
NY
05/07/2010 - 06/23/2011
NYLIFE SECURITIES LLC (WILLIAMSVILLE NY)
BOTH
Issued 11/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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