CUSO Financial Services, L.P.
Each member is unique. It is important to discuss the member’s goals first and review their finances from a holistic view before making any recommendations.
- Series 7, 63, and 66 licenses
- Life, Health, and Variable Annuity licenses
- MS Education, Hofstra University
- BS Education, Long Island University
- Registered to conduct Securities Business in the following states: DE, FL, IL, NC, SC
For more than 19 years, Kevin has provided financial planning advice and recommendations for clients in their working and retirement years. With his background and years of experience, he is able to give his clients a true holistic financial picture.
Originally from the North Shore of Long Island, New York, Kevin and his family have called Central Florida home since 2001. Local community involvement is important to Kevin. He is the Founder/President of HelpKidsPlaySports.org, Inc., a local nonprofit youth sports foundation that raises money to help local young athletes participate in sports programs.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS), registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. FAIRWINDS Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.