Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Dehond is an investment advisor representative at Hudson Valley Investment Advisors, Inc., with over 15 years of experience in the financial services industry. Kevin has held previous roles at MML Investors Services, LLC, M&T Securities, Inc., Credit Suisse Securities (USA) LLC, and Morgan Stanley & Co. Incorporated. Kevin is registered with the state of New York and holds the Series 66, Series 7, Series 31, and SIE licenses. Kevin has experience in providing investment and 1031 exchange consulting services, financial planning, pension consulting, and portfolio management for individuals, businesses, investment companies, 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.
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.
Strategic management for diversified investment portfolios.
Investment and 1031 exchange consulting services
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.
Plan assets under advisement
1
2
NY
01/27/2023 - Present
Hudson Valley Investment Advisors, Inc. (GOSHEN NY)
NY
04/26/2019 - 08/03/2021
MML INVESTORS SERVICES, LLC (LATHAM NY)
NY
09/05/2013 - 04/29/2019
M&T SECURITIES, INC. (FISHKILL NY)
NY
02/05/2010 - 05/25/2012
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/07/2006 - 01/22/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 09/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kevin Dehond is the right advisor for you? Invested Better is here to help.
