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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevyn? Claim Your ProfileKevyn Sopinski is a financial advisor with Commonwealth Financial Network. Kevyn has been in the financial industry since 1997 and has a wide range of experience in securities and advisory services. Kevyn is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Kevyn also holds the Series 7, Series 4, Series 24, Series 63 and Series 65 licenses. Kevyn is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Kevyn works with clients in various states, including Nebraska, Iowa, and others, and has a specialization in portfolio management, financial planning, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NE
04/07/2017 - Present
Commonwealth Financial Network (Papillion NE)
NE
12/15/2005 - 04/07/2017
WADDELL & REED (OMAHA NE)
NE
01/02/2002 - 10/21/2005
AMERITRADE, INC. (OMAHA NE)
OR
01/12/2004 - 07/23/2004
AMERITRADE NORTHWEST, INC. (PORTLAND OR)
NE
11/15/2001 - 12/31/2001
AMERITRADE (BELLEVUE NE)
NE
06/06/1997 - 12/31/2001
ACCUTRADE INC. (BELLEVUE NE)
NE
09/14/2001 - 12/07/2001
NEBRASKA HUDSON COMPANY, INC. (OMAHA NE)
IA
Issued 02/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2000
Series 4 - Registered Options Principal Examination
BC
Issued 07/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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