Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bartel is a financial advisor with over 12 years of experience in the industry. Kevin is registered with The Strategic Financial Alliance, Inc. and Strategic Blueprint, LLC, and has been serving clients in Larkspur and Novato, California, since 2014. Kevin holds the Series 7, Series 56, and Series 66 licenses. He specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors. Kevin is committed to providing his clients with personalized financial guidance and strategies to help them achieve their financial goals.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
04/11/2017 - Present
THE Strategic Financial Alliance, Inc. (LARKSPUR CA)
CA
07/20/2012 - 03/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
NY
03/28/2011 - 06/15/2012
T3 TRADING GROUP, LLC (NEW YORK NY)
BOTH
Issued 10/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2011
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
Not sure Kevin Bartel is the right advisor for you? Invested Better is here to help.
