Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dubner is a financial advisor with Steward Partners Investment Advisory, LLC. Kevin has been in the financial services industry since 1980 and has experience with a variety of financial services firms. Kevin has experience working with high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. Kevin can provide a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Kevin's primary business location is in New York City, NY.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
06/26/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NY
06/25/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBANY NY)
NY
05/19/2005 - 06/30/2020
JANNEY MONTGOMERY SCOTT LLC (ALBANY NY)
NJ
03/12/1999 - 05/27/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/08/1985 - 04/05/1999
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
07/31/1981 - 05/29/1985
ADVEST, INC.
NA
11/20/1980 - 08/14/1981
ROSS, STEBBINS INC.
NA
05/06/1980 - 10/19/1980
FIRST INVESTORS CORPORATION
BC
Issued 11/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
BC
Issued 4/28/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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