Unclaimed
Kevin Purdy is a financial professional registered in the state of New York. Kevin has been in the industry since February 2016. Kevin works as a registered representative with Allstate Financial Services, LLC in Amityville, NY. Kevin holds a Series 6 and Series 63 license. Kevin is also licensed as an Investment Advisor Representative in New York, New Mexico, and Michigan.
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.
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.
1
2
NY
02/02/2016 - Present
Allstate Financial Services, LLC (Amityville NY)
BC
Issued 02/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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