Unclaimed
Kevin Hedley is a financial advisor at Cetera Investment Advisers LLC, located in Clifton Park, NY. Kevin has been in the financial services industry since 2001 and has a strong track record of providing personalized financial advice to individuals and families. Kevin is also a Certified Public Accountant (CPA) and is a member of the American Institute of Certified Public Accountants. Kevin specializes in financial planning, retirement planning, and investment 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.
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
03/22/2021 - Present
Cetera Investment Advisers LLC (CLIFTON PARK NY)
NY
03/15/2010 - 12/17/2010
ROYAL ALLIANCE ASSOCIATES, INC. (CLIFTON PARK NY)
NY
01/22/2001 - 03/19/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (CLIFTON PARK NY)
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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