Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Daniel Barletta is an investment advisor representative registered in New York and a licensed broker in Connecticut, Minnesota, New Mexico, New York and South Carolina. Kevin has been in the financial industry since 2004 and has worked for firms like LPL Financial LLC, Ameriprise Financial Services, Inc. and Royal Alliance Associates, Inc.. Currently, Kevin is associated with International Assets Investment Management, LLC. Kevin focuses on financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.
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.
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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NY
11/17/2021 - Present
International Assets Investment Management, LLC (HOPEWELL JUNCTION NY)
NY
01/19/2017 - 11/13/2020
ROYAL ALLIANCE ASSOCIATES, INC. (HAWTHORNE NY)
NY
10/29/2015 - 01/09/2017
LPL FINANCIAL LLC (HAWTHORNE NY)
NY
12/19/2003 - 11/11/2015
AMERIPRISE FINANCIAL SERVICES, INC. (HAWTHORNE NY)
MN
12/19/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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