Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Charles Burns is a financial advisor with Cuso Financial Services, LP. Kevin has been in the financial services industry since 2019. Kevin provides a variety of financial services to individuals, families, and businesses. These services include financial planning, retirement planning, investment management, and insurance. Kevin has a strong commitment to providing his clients with personalized financial advice and guidance. Kevin has a Series 7TO, Series 63, and Series 65 licenses. He is registered to provide financial services in over 20 states. Kevin is also a Managing Wealth Advisor with Genesis Wealth Partners.
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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2
CA
12/22/2023 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
07/15/2019 - 05/15/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Glendale CA)
CA
04/10/2019 - 06/17/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
IA
Issued 01/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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