Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin C Sagui is an investment advisor representative with Southbridge Advisors, LLC in MARIETA, GA. Kevin has been in the financial services industry since 2015. Kevin holds the Series 66, 65, 7 and SIE licenses. Kevin is registered with the state of Georgia and has experience in various investment areas including portfolio management for individuals and selection of other advisors.
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.
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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GA
12/21/2023 - Present
Southbridge Advisors, LLC (MARIETA GA)
NJ
02/25/2016 - 04/03/2019
PRUCO SECURITIES, LLC. (BRICK NJ)
NJ
01/06/2015 - 08/12/2015
AMERIPRISE FINANCIAL SERVICES, INC. (RED BANK NJ)
IA
Issued 12/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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