Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Donald Dorwin is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Kevin is currently registered with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors, in California. He has a strong background in financial planning, portfolio management, and retirement planning, and is committed to providing personalized advice and guidance to his clients. Kevin has worked with clients across a wide range of financial needs, including high-net-worth individuals, corporations, and charitable organizations. Kevin has expertise in areas such as tax services, bill pay, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
11/03/2021 - Present
Cerity Partners LLC (NEW YORK NY)
TX
07/31/1998 - 07/26/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 08/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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