Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kenneth Marin is a financial advisor at Commonwealth Financial Network. Kevin has been in the financial services industry since 1994 and holds the Series 7, 9, 10 and 63 licenses. Kevin has worked at various firms, including Raymond James Financial Services, Inc., A. G. Edwards & Sons, Inc., and Ryan Beck & Co., and has experience in providing financial planning, portfolio management, and other investment-related services. Kevin is registered as an investment advisor representative in New York and is also registered in 17 other states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
03/27/2024 - Present
Commonwealth Financial Network (Clifton Park NY)
NY
10/12/2007 - 04/01/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLIFTON PARK NY)
NY
10/04/2002 - 10/16/2007
A. G. EDWARDS & SONS, INC. (ALBANY NY)
NJ
04/29/2002 - 10/17/2002
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
06/16/1997 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
MI
09/26/1994 - 06/23/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 10/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/07/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/04/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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