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 Krestan is a financial advisor with over 39 years of experience in the industry. Kevin Arthur Krestan is currently registered with Charles Schwab & Co., Inc. and has been with the firm since 2012. Previously, Kevin Arthur Krestan was associated with Morgan Stanley Smith Barney, Harris Investor Services, Inc., HarrisDirect LLC, Northern Trust Securities, Inc., and William Blair & Company L.L.C. Kevin Arthur Krestan is also a Certified Financial Planner. Kevin Arthur Krestan specializes in providing financial planning and investment advice to individuals. Kevin Arthur Krestan is registered in 53 states and the District of Columbia.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
02/14/2012 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
11/30/2009 - 09/06/2011
MORGAN STANLEY SMITH BARNEY (SCOTTSDALE AZ)
AZ
12/15/2005 - 09/14/2009
HARRIS INVESTOR SERVICES, INC. (PHOENIX AZ)
NJ
09/04/2003 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
IL
04/03/2001 - 06/25/2003
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
06/18/1999 - 12/05/2000
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
MN
07/20/1982 - 06/16/1999
GRIFFIN, KUBIK, STEPHENS & THOMPSON, INC. (MINNEAPOLIS MN)
IA
Issued 12/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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