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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 Karpuk is a financial advisor at Cornerstone Advisors Asset Management, LLC. Kevin has been in the financial industry since 2001 and has experience in both the broker-dealer and investment advisor spaces. Kevin holds the Series 4, 7, 53, and 66 licenses and is a Chartered Financial Analyst. Kevin specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Cornerstone Advisors Asset Management, LLC is an investment advisor with over 7 billion dollars in assets under management. The firm provides a variety of investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, institutions, and government entities.
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
PA
02/09/2006 - Present
Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)
PA
09/05/2001 - 02/22/2011
CORNERSTONE INSTITUTIONAL INVESTORS, INC. (BETHLEHEM PA)
BOTH
Issued 09/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2007
Series 4 - Registered Options Principal Examination
BC
Issued 10/22/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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