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 Mautte is an investment advisor representative who has been in the financial industry since 2009. Kevin is registered with Wealthcare Advisory Partners LLC, which is a registered investment advisor firm. Kevin is also registered with LPL Financial, LLC and Colonial River Investments, LLC, which is a registered investment advisor firm. Kevin specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans.
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.
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
VA
12/18/2019 - Present
Wealthcare Advisory Partners LLC (Mechanicsville VA)
VA
07/14/2014 - 12/13/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
06/23/2011 - 07/15/2014
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
05/22/2009 - 06/07/2011
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
IA
Issued 06/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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