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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Witowich is a financial advisor in San Diego, CA. Kevin has been in the industry for over 11 years and is currently registered with Ameriprise Financial Services, LLC. Kevin has experience working with individuals, high-net-worth individuals, trusts, and estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Kevin is a Series 7 and Series 66 licensed representative. Kevin has received the Series 66 Uniform Combined State Law Examination in 2011 and the Series 7 General Securities Representative Examination in 2011 and the Securities Industry Essentials Examination in 2018.
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.
Asset allocation services
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
CA
07/16/2021 - Present
Ameriprise Financial Services, LLC (San Diego CA)
CA
10/25/2016 - 07/16/2021
BBVA SECURITIES INC. (TEMECULA CA)
CA
09/24/2013 - 11/01/2016
U.S. BANCORP INVESTMENTS, INC. (CARLSBAD CA)
CA
08/26/2011 - 09/26/2013
EDWARD JONES (VISTA CA)
BOTH
Issued 09/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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