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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 Deutsch is a financial advisor with International Assets Investment Management, LLC and has over 30 years of experience in the financial industry. Kevin has a wide range of experience in various aspects of financial planning, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Kevin has also been registered as an Investment Advisor Representative in New Jersey since 2023. Before joining International Assets Investment Management, LLC, Kevin worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin holds Series 63, 65, 7, and SIE 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.
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
FL
03/06/2023 - Present
International Assets Investment Management, LLC (ORLANDO FL)
NJ
04/01/2010 - 02/17/2023
WELLS FARGO CLEARING SERVICES, LLC (BEDMINSTER NJ)
NJ
06/01/2009 - 04/26/2010
MORGAN STANLEY SMITH BARNEY (SHORT HILLS NJ)
NJ
02/05/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
NY
06/08/1993 - 02/08/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 7/7/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/7/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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