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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Quesada is a financial advisor with LPL Financial LLC in Miami, FL. Kevin has been in the financial industry since 2012. Kevin has experience with a variety of financial firms including VALIC Financial Advisors, Inc., Wells Fargo Advisors, LLC and Chase Investment Services Corp. Kevin is registered with the state of Florida to provide investment advice. Kevin is also registered to provide investment advice in California.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/16/2023 - Present
LPL Financial LLC (MIAMI FL)
FL
08/27/2014 - 11/15/2023
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
FL
11/02/2012 - 03/25/2013
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
05/09/2011 - 08/14/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
IA
Issued 05/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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