Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Alexander Bloom is a financial professional with over 10 years of experience in the financial services industry. Kevin is currently registered with Cetera Investment Advisers LLC as an Investment Advisor Representative. Prior to joining Cetera Investment Advisers LLC, Kevin was employed by First Allied Securities, Inc., Summit Brokerage Services, Inc., Girard Securities, Inc., Transamerica Capital, Inc., and Hartford Funds Distributors, LLC. Kevin has experience in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and retirement plans. Kevin holds the Series 6, 7, 63, and 66 securities licenses and is a Chartered Financial Consultant.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
05/16/2017 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
05/16/2017 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
05/16/2017 - 11/02/2017
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
CO
03/21/2017 - 04/26/2017
TRANSAMERICA CAPITAL, INC. (DENVER CO)
PA
06/15/2013 - 02/21/2017
HARTFORD FUNDS DISTRIBUTORS, LLC (RADNOR PA)
BOTH
Issued 08/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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