Kevin Filosa

Kevin Filosa has extensive experience in the financial industry, with various positions in major companies. Kevin started their career at Citi in 1998 as a Vice President, where they worked for almost a decade. Kevin then joined Merrill Lynch in 2007 as a Vice President and subsequently moved to Signature Bank in 2008, where they held the role of Vice President until 2011. Kevin then joined LPL Financial/NYCB as a Financial Advisor from 2011 to 2014 before moving to their current position at American Portfolios as an Associate Vice President. In their current role, Kevin advises clients on all aspects of financial planning and helps them build and manage tailored investment plans.

Kevin Filosa's education history includes studying at St. John's University. However, no information is provided regarding the specific degree or field of study. Additionally, Kevin has obtained a Series 7 certification from FINRA, but the month and year of obtaining the certification are not mentioned.