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Kevin A. Visconti

Kevin is a Registered Principal associated with Cadaret, Grant & Co., Inc., a FINRA member firm.

Prior to joining Diversified Capital Management, LLC, Kevin worked as a licensed representative for 9 years in the local bank channel. Kevin graduated from Rochester Institute of Technology with a major in marketing.

Kevin has built his practice using a holistic approach to planning including: retirement planning, insurance planning, educational planning and estate planning. He excels at understanding his client’s goals and positioning their assets to achieve their goals.

PROFESSIONAL ACTIVITIES

  • In process of obtaining Certified Financial Planner Registration

LICENSES and DESIGNATIONS

  • Series 6, Series 7, Series 24, Series 63 and Series 65 (Uniform Investment Advisor)
  • Securities Licenses (New York, Florida, Colorado, South Carolina, Virginia, and Washington)
  • Life, Accident and Health Insurance License (New York State)

CIVIC and CHARITABLE ACTIVITIES

  • Member of Believe in Syracuse
  • Member of CNY Tri
  • President and Charter Member of “Good Morning Syracuse” chapter of ToastMasters International
  • Vice-President and Member of Syracuse Rotary

 

120 Madison Street, 1700 AXA Tower II
Syracuse, NY 13202
Phone: (315) 472-6221
Fax: (315) 701-2789
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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services,
 we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. 

Investment products and services available only to residents of:  New York, Florida, California, Maine, Massachusetts,Colorado, New Jersey, Connecticut, Virginia, South Carolina, Washington, Georgia, Maryland, Alabama and Indiana .

Securities offered through Cadaret, Grant & Co., Inc. Members FINRA and SIPC
110 West Fayette Street, 5th Floor, Syracuse, NY 13202

Diversified Capital Management, LLC and ETFidea, LLC  are not affiliated with Cadaret, Grant & Co., Inc.



This communication is strictly intended for individuals residing in the state(s) of NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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