Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bradley Morisoli is a financial professional with over 15 years of experience in the financial services industry. Kevin is a Certified Financial Planner™ professional, and has been registered with Northwestern Mutual Investment Services, LLC since January 16, 2015. Kevin holds a Series 6, Series 7TO, and Series 63 securities license, and is registered to provide investment advice in 28 states. Kevin is also an instructor for the University of Hawaii - West Oahu. Kevin is committed to providing personalized financial guidance to his clients, and helping 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
HI
01/16/2015 - Present
Northwestern Mutual Investment Services, LLC (HONOLULU HI)
BC
Issued 03/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Morisoli is the right advisor for you? Invested Better is here to help.
