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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 Earl Dulitz is a registered investment advisor representative with Intellicents Investment Solutions Inc. Kevin has been in the financial services industry for over 25 years. Kevin specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Kevin also provides educational seminars and publishes periodicals on financial topics. Prior to joining Intellicents Investment Solutions Inc., Kevin was a registered representative with LPL Financial LLC, Investors Capital Corp., and Cetera Advisors LLC. Kevin is a Series 6 and Series 63 registered representative and a Series 65 registered investment advisor.
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.
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.
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MN
09/22/2014 - Present
Intellicents Investment Solutions Inc. (ALBERT LEA MN)
MN
10/03/2016 - 10/02/2017
CETERA ADVISORS LLC (ALBERT LEA MN)
MN
01/04/2016 - 10/03/2016
INVESTORS CAPITAL CORP. (ALBERT LEA MN)
MN
09/30/2013 - 12/31/2015
LPL FINANCIAL LLC (ALBERT LEA MN)
MN
04/08/1998 - 10/02/2013
NFP SECURITIES, INC. (ALBERT LEA MN)
MN
01/06/1994 - 12/01/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
10/24/1991 - 12/31/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 01/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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