Unclaimed
Kevin McKenna is a financial professional with over 16 years of experience in the industry. Kevin is a registered representative with M&T Securities, Inc., a firm with offices in Buffalo, New York. Previously, Kevin was associated with LPL Financial LLC and Five Star Investment Services, Inc., both firms with offices in Warsaw, New York. Kevin holds the Series 7, Series 24, Series 51, and Series 66 securities registrations, along with the SIE. Kevin is currently registered in New York.
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.
1
2
NY
04/17/2014 - Present
M&T Securities, Inc. (Buffalo NY)
NY
10/16/2013 - 01/13/2014
LPL FINANCIAL LLC (WARSAW NY)
NY
03/20/2007 - 12/31/2013
FIVE STAR INVESTMENT SERVICES, INC. (WARSAW NY)
BOTH
Issued 06/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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