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 Twing is a financial advisor with over 20 years of experience in the industry. Kevin is registered with Cetera Investment Advisers LLC, a firm with over 6,000 advisors and $104 billion in assets under management. Kevin provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Kevin is also a licensed insurance agent with various companies.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (LODI CA)
IA
Issued 11/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/31/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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