Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Alan Fennell is an investment advisor representative with Cetera Investment Advisers LLC, located in PEARL RIVER, NY. Kevin has been in the industry since April 2005. He is registered with the state of Delaware and is also registered with the state of New York. Kevin has passed the Series 6, Series 63, Series 65, Series 7TO and SIE exams. Kevin's previous employment was with FORESTERS FINANCIAL SERVICES, INC. in Pearl River, NY.
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.
1
2
NY
11/03/2022 - Present
Cetera Investment Advisers LLC (PEARL RIVER NY)
NY
04/08/2005 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (Pearl River NY)
IA
Issued 9/4/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/7/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Fennell is the right advisor for you? Invested Better is here to help.
