Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Pezze is an investment professional with over 20 years of experience in the financial services industry. Kevin has a proven track record of providing personalized financial advice and investment strategies to clients. He is currently affiliated with Key Investment Services LLC where he serves as a Registered Representative. Kevin specializes in a variety of investment strategies, including mutual funds and variable annuities.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NY
08/24/2022 - Present
KEY Investment Services LLC (CLIFTON PARK NY)
NY
04/14/2020 - 07/30/2021
ALLSTATE FINANCIAL SERVICES, LLC (Albany NY)
NY
08/13/2018 - 07/30/2019
PRUCO SECURITIES, LLC. (Latham NY)
NY
09/13/2017 - 08/06/2018
INFINEX INVESTMENTS, INC. (Albany NY)
NY
09/21/2016 - 09/06/2017
KEY INVESTMENT SERVICES LLC (AMSTERDAM NY)
NY
07/14/2014 - 09/21/2016
LPL FINANCIAL LLC (DELMAR NY)
NY
02/18/2013 - 07/15/2014
WADDELL & REED (ALBANY NY)
NY
01/22/1998 - 10/22/1998
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
AZ
10/01/1997 - 01/22/1998
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
08/29/1997 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
SC
06/24/1996 - 08/28/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
AZ
06/23/1995 - 05/30/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
08/01/1990 - 06/30/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
08/01/1990 - 10/02/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
07/12/1985 - 12/31/1989
G. R. PHELPS & CO., INC.
NA
10/11/1983 - 12/31/1989
G. R. PHELPS & CO., INC.
NA
10/04/1984 - 07/15/1985
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 04/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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