Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Filosa is an investment advisor representative at Kestra Advisory Services, LLC and Kestra Investment Services. Kevin has been in the financial services industry since 1988. Kevin's experience includes providing financial planning, portfolio management, and retirement planning to individual and business clients. Kevin has also worked for several other firms, including American Portfolios Financial Services, Inc., LPL Financial LLC, Signature Securities, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin is registered to provide investment advisory services in New York, Florida, and North Carolina.
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.
1
2
NY
08/05/2024 - Present
Kestra Advisory Services, LLC (PORT JEFFERSON NY)
NY
07/25/2014 - 08/20/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
02/12/2013 - 07/15/2014
LPL FINANCIAL LLC (RONKONKOMA NY)
NY
08/16/2011 - 01/14/2013
LPL FINANCIAL LLC (BAYSHORE NY)
NY
11/12/2008 - 08/12/2011
SIGNATURE SECURITIES (GREAT NECK NY)
NY
11/19/2007 - 11/13/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
NY
05/29/2007 - 11/29/2007
CITIGROUP GLOBAL MARKETS INC. (BAYSIDE NY)
NY
01/28/1998 - 05/29/2007
CITICORP INVESTMENT SERVICES (BAYSIDE NY)
MD
03/18/1996 - 01/02/1998
M&T SECURITIES, INC. (BALTIMORE MD)
NA
10/05/1995 - 02/23/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
11/23/1992 - 09/13/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
12/07/1988 - 11/27/1992
A.J. MICHAELS & CO., LTD. (HAUPPAUGE NY)
NA
04/19/1988 - 12/07/1988
WAKEFIELD FINANCIAL CORPORATION
IA
Issued 09/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Filosa is the right advisor for you? Invested Better is here to help.
