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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keven? Claim Your ProfileKeven James Picardo is a registered investment advisor representative with Cetera Investment Advisers LLC. Keven has been in the industry since 1984. Keven is licensed in Montana, Nevada and Texas and has held previous licenses in several other states. Keven has a strong background in financial planning, pension consulting and portfolio management for individuals and businesses. Keven is also a licensed securities representative and has experience with various investment products. Keven's previous experience includes working with First Allied Securities, Inc., Round Hill Securities, Inc., Raymond James Financial Services, Inc. and Robert Thomas Securities, Inc. Keven currently holds the Series 7, Series 63, Series 65, SIE, and 99TO securities licenses.
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.
A percentage of the total value of assets under management is charged.
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2
NV
11/12/2020 - Present
Cetera Investment Advisers LLC (LAS VEGAS NV)
NV
06/13/2005 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (LAS VEGAS NV)
CA
07/26/1999 - 06/13/2005
ROUND HILL SECURITIES, INC. (ALAMO CA)
FL
01/04/1999 - 07/27/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
06/18/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CO
01/13/1997 - 06/16/1997
R A F FINANCIAL CORPORATION (DENVER CO)
TX
09/27/1995 - 01/13/1997
SIGNAL SECURITIES, INC. (FORT WORTH TX)
NA
08/15/1994 - 09/26/1995
USA CAPITAL
MO
09/04/1990 - 08/23/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
06/01/1990 - 09/04/1990
BOETTCHER & COMPANY, INC.
NJ
01/22/1985 - 06/21/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/18/1984 - 01/28/1985
STONERIDGE SECURITIES INC.
NA
03/22/1984 - 06/07/1984
RICHEY, FRANKEL & COMPANY
IA
Issued 12/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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