Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelvin? Claim Your ProfileKelvin J Kwan is an Investment Advisor Representative with Liberty Wealth Management, LLC. Kelvin has been in the financial services industry since 2010. Kelvin is registered in California to provide investment advisory services. Kelvin is also registered with FINRA as a Registered Representative. Kelvin has passed the Series 63, Series 65, Series 7, Series 79TO and SIE exams. Kelvin has previous experience working at Liberty Group, LLC and Granite Bay Asset Management.
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.
Third-party management program
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Third-party management program
1
2
CA
05/17/2018 - Present
Liberty Wealth Management, LLC (Roseville CA)
CA
04/25/2013 - 08/25/2020
LIBERTY GROUP, LLC (ROSEVILLE CA)
CA
03/08/2010 - 03/15/2013
LIBERTY GROUP, LLC (OAKLAND CA)
IA
Issued 09/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelvin Kwan is the right advisor for you? Invested Better is here to help.
