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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 Olison is a financial advisor with Grove Point Advisors, LLC. Kevin has been in the financial services industry since 2004. Kevin has a Series 6, Series 63, and Series 65 licenses. Kevin also holds the SIE designation. Kevin has experience working with individuals, corporations, and charitable organizations. Kevin provides financial planning, portfolio management, and pension consulting services. Kevin is registered with the state of California and Texas.
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
CA
12/21/2023 - Present
Grove Point Advisors, LLC (San Ramon CA)
CA
09/01/2010 - 10/24/2011
VANDERBILT SECURITIES, LLC (SAN RAMON CA)
CA
12/14/2007 - 09/28/2010
H. BECK, INC. (SAN RAMON CA)
CA
01/19/2006 - 12/17/2007
KOVACK SECURITIES INC. (SAN RAMON CA)
CA
10/31/2005 - 01/27/2006
AIG FINANCIAL ADVISORS, INC. (WALNUT CREEK CA)
AZ
02/19/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/26/1993 - 08/31/1993
FORTIS INVESTORS, INC.
IA
Issued 09/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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