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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 Kitt is a financial advisor with UBS Financial Services Inc. based in SOUTHAMPTON, NY. Kevin has been working in the financial services industry since 2008. Kevin holds the Series 63 and Series 65 licenses and specializes in providing investment advice to individuals, businesses, and institutions. Kevin has also been active in the community and is currently a volunteer at Chaminade High School.
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.
See schedule d - miscellaneous
1
2
NY
10/26/2021 - Present
UBS Financial Services Inc. (SOUTHAMPTON NY)
NY
08/21/2009 - 03/16/2010
NATIONAL SECURITIES CORPORATION (PORT WASHINGTON NY)
NY
08/21/2008 - 08/28/2008
NATIONAL SECURITIES CORPORATION (PORT WASHINGTON NY)
IA
Issued 11/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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