Unclaimed
Kevin Doell is a financial advisor with Hilltop Securities Inc. Kevin is licensed to offer investment advice in Arizona, California, Colorado, Connecticut, Florida, Illinois, Oregon, Utah, and Wisconsin. Kevin has experience in the financial services industry since 2022. Kevin is dedicated to helping clients reach their financial goals and is committed to providing exceptional service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
CA
12/04/2023 - Present
Hilltop Securities Inc. (MONTEREY CA)
IL
05/03/2022 - 12/08/2023
PARK AVENUE SECURITIES LLC (DEERFIELD IL)
TX
12/04/2023 - 12/07/2023
MOMENTUM INDEPENDENT NETWORK INC. (DALLAS TX)
BOTH
Issued 06/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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