Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cantwell is a financial professional with over 20 years of experience in the securities industry. Kevin is currently registered with Planmember Securities Corp. and has a strong background in investment advisory services. Kevin's prior experience includes roles at Vanderbilt Securities, LLC, Securities Management & Research, Inc., American Portfolios Financial Services, Inc., and Nathan & Lewis Securities, Inc. Kevin holds a variety of securities licenses including Series 6, 7, 24, 51, 63 and 66, and is registered in several states. Kevin has extensive experience in providing financial planning, portfolio management, and investment supervisory services for individuals, businesses, and charitable organizations. Kevin is dedicated to helping clients reach their financial goals.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/29/2021 - Present
Planmember Securities Corp. (FARMINGVILLE NY)
NY
05/07/2008 - 11/01/2013
VANDERBILT SECURITIES, LLC (MILLER PLACE NY)
NY
05/11/2007 - 04/21/2008
SECURITIES MANAGEMENT & RESEARCH, INC. (MILLER PLACE NY)
NY
09/07/2001 - 06/02/2004
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
11/03/1997 - 09/17/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 11/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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