Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bertonneau is a registered Investment Advisor Representative with Portfolio Medics, LLC. Kevin has been working in the financial services industry since 2011. Kevin has experience providing retirement planning and financial services. Kevin also owns and operates Kevin Bertonneau Attorney at Law LTD, where Kevin specializes in estate planning, probate, trust administration and general business. Kevin holds a 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.
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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NV
01/28/2025 - Present
Portfolio Medics, LLC (Reno NV)
IA
Issued 05/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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