Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin David Hilderman is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in San Diego, CA. Kevin has been in the industry since August 10, 2008. Kevin previously worked at U.S. BANCORP INVESTMENTS, INC. and HARRIS INVESTORLINE INC. Kevin holds a Series 66 and Series 63 license. Kevin is also licensed in Arizona, California, and Nevada. Kevin is involved in real estate rental investment in the San Diego, CA area.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
09/21/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
MN
01/17/2002 - 04/15/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
WA
01/23/2001 - 11/14/2001
HARRIS INVESTORLINE INC. (SEATTLE WA)
BOTH
Issued 9/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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