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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 Cuff is an investment advisor representative with Verdence Capital Advisors, LLC. Kevin is a highly experienced advisor who has been in the financial industry since 1999. Kevin has a deep understanding of the investment markets and a commitment to providing personalized financial advice to clients. Kevin holds the Series 6, 7, 10, 31, 63, and 65 licenses. Kevin previously worked at HighTower Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Verdence Capital Advisors, LLC is a fee-only advisory firm that provides investment management and financial planning services to individuals, families, trusts, estates, and charitable organizations.
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.
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.
Consulting
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
MD
03/01/2019 - Present
Verdence Capital Advisors, LLC (HUNT VALLEY MD)
MD
02/17/2012 - 06/30/2017
HIGHTOWER SECURITIES, LLC (HUNT VALLEY MD)
MD
07/25/2000 - 02/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
IN
09/22/1999 - 12/17/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 09/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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