Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Delton Zeitler is a financial advisor with over 40 years of experience in the financial services industry. Kevin is registered with Stifel, Nicolaus & Company, Inc. He is a general securities representative and holds a Series 7, Series 10 and Series 9 licenses. Kevin is a Registered Investment Advisor in California and Texas. Kevin previously worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Kevin provides financial planning, portfolio management and investment advisory services to individual and institutional clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/19/2017 - Present
Stifel, Nicolaus & Company, Inc. (ROSEVILLE CA)
CA
01/01/2008 - 01/14/2011
WELLS FARGO ADVISORS, LLC (CHICO CA)
CA
09/26/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OROVILLE CA)
NA
07/07/1988 - 10/04/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
04/01/1986 - 07/14/1988
BIRR, WILSON SECURITIES, INC.
NA
04/29/1982 - 04/01/1986
BIRR, WILSON & CO., INC.
BC
Issued 07/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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