Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Christopher Kautzmann is a financial advisor with over 25 years of experience in the industry. Kevin is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Kevin has a wide range of experience in financial planning, portfolio management, and investment advisory services. Kevin is a Certified Financial Planner and holds several licenses and designations, including Series 6, 7, 24, 63, and 65. Prior to joining Osaic Wealth, Kevin was with Sagepoint Financial, Inc. and American General Securities Incorporated.
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
NJ
06/05/2024 - Present
Osaic Wealth, Inc. (RIDGEWOOD NJ)
NY
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NEW YORK NY)
NY
12/02/1999 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/13/1997 - 12/10/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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