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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 Brettell is a financial advisor with Equitable Advisors, LLC. Kevin has been in the financial services industry since 2009. Kevin is registered to provide investment advice in 18 states and is also registered with FINRA. Kevin specializes in providing financial planning, pension consulting, and educational seminars to individuals, corporations, and other businesses. Kevin’s firm, Equitable Advisors, LLC, is a large firm that specializes in providing financial advice to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Kevin’s office is located at 81 Highland Ave, Suite 200, Bethlehem, PA, 18017.
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
PA
01/12/2021 - Present
Equitable Advisors, LLC (BETHLEHEM PA)
NJ
01/05/2009 - 01/30/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLINTON NJ)
BOTH
Issued 07/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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