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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 Hilbert is a Registered Investment Advisor with Kestra Advisory Services, LLC, with a branch office in Port Jefferson, NY. Kevin is licensed in New York and has over 20 years of experience in the financial services industry. Prior to joining Kestra Advisory Services, Kevin was employed by F1 TRADING.COM, INC., Salomon Grey Financial Corporation and Gaines, Berland Inc. Kevin has a broad range of experience in financial planning, portfolio management for businesses and individuals, and selection of other advisers. Kevin's specializations include investments for individuals, trusts, and estates. Kevin's firm is a national firm with offices in various locations and has over $48 billion in assets under management.
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.
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
03/15/2022 - Present
Kestra Advisory Services, LLC (PORT JEFFERSON NY)
NY
03/21/2002 - 12/06/2002
F1 TRADING.COM, INC. (MINEOLA NY)
TX
09/06/1999 - 01/31/2001
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
NY
06/27/1997 - 09/16/1997
GAINES, BERLAND INC. (BETHPAGE NY)
NA
09/08/1993 - 01/01/1994
SOUTH RICHMOND SECURITIES, INC.
IA
Issued 03/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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