Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Szozda is a registered representative with Pinnacle Investments, LLC, based in Auburn, NY. Kevin has been in the financial services industry since 2012. Kevin holds the Series 7TO, SIE, and Series 66 licenses. Kevin is registered in 36 states and districts and is an investment advisor representative in 9 states and districts. Pinnacle Investments, LLC is a registered investment advisor, and they specialize in providing investment advice and financial planning services to individuals and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Educational workshops
1
2
NY
02/17/2023 - Present
Pinnacle Investments, LLC (AUBURN NY)
BOTH
Issued 11/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kevin Szozda is the right advisor for you? Invested Better is here to help.
