Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Arthur Deutsch is an Investment Advisor Representative at International Assets Investment Management, LLC. Kevin has over 30 years of experience in the financial services industry. Kevin is also registered as an Investment Advisor in New Jersey. Kevin specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Kevin has a Series 7, Series 63, and Series 65 license.
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.
1
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 07/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kevin Deutsch is the right advisor for you? Invested Better is here to help.
