Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Colosimo is a financial professional with over 20 years of experience in the industry. Kevin is currently a Registered Representative with Charles Schwab & CO., Inc. Previously, Kevin has worked with TD AMERITRADE, INC., THRIVENT INVESTMENT MANAGEMENT INC., and AMERIPRISE FINANCIAL SERVICES, INC.. Kevin holds several securities licenses, including Series 7, 9, 10, 24, 51, and 66. Kevin is licensed in multiple states and holds both Broker-Dealer and Investment Advisor registrations. Kevin's specialties include financial planning 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
04/26/2016 - Present
Charles Schwab & CO., Inc. (Westlake TX)
FL
02/09/2022 - 12/31/2023
TD AMERITRADE, INC. (Tampa FL)
NJ
03/02/2010 - 04/16/2012
THRIVENT INVESTMENT MANAGEMENT INC. (MONTVALE NJ)
NJ
07/10/2000 - 02/18/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MOUNT LAUREL NJ)
MN
07/10/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/18/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kevin Colosimo is the right advisor for you? Invested Better is here to help.
