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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 Dunford is an investment advisor representative at Equitable Advisors, LLC. Kevin has been in the financial services industry since 2004. Kevin is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 24, 26, 51, 52, 63 and 65 licenses. Kevin has a history of working at Foresters Financial Services, Inc., First Investors Corporation, Foresters Advisory Services LLC, AXA Advisors, LLC and AXA Equitable. Kevin's previous firm was Foresters Financial Services, Inc. which is now inactive.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/18/2021 - Present
Equitable Advisors, LLC (WILLIAMSVILLE NY)
NY
02/16/2004 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (CHEEKTOWAGA NY)
IA
Issued 10/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2014
Series 24 - General Securities Principal Examination
BC
Issued 07/30/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/04/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/18/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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