Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Robert McCornac is a financial professional with over 28 years of experience in the industry. He is currently registered with Ameritas Advisory Services, LLC and provides financial services to individuals, businesses, and retirement plans. Kevin has a wide range of experience in the financial services industry, including working with Ameritas Investment Corp, KRM Financial Services Group, and Fahnestock & Co., Inc. He holds the Series 6, Series 63, and SIE licenses, and is also a Certified Financial Planner. In addition to his financial services activities, Kevin is also a licensed independent insurance agent selling fixed insurance products. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Solicitor fees
1
2
PA
11/01/2021 - Present
Ameritas Advisory Services, LLC (BETHLEHEM PA)
NY
07/22/1994 - 12/31/1996
FAHNESTOCK & CO., INC. (NEW YORK NY)
BC
Issued 06/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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