Unclaimed
Kevin Rossdeutscher is a financial advisor currently associated with Fidelity Personal And Workplace Advisors. Kevin has been in the financial industry since April 1, 2000. Kevin is registered with FINRA and is licensed to provide financial advice in 53 states and the District of Columbia. Kevin specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Kevin has previously worked with VALIC Financial Advisors, Inc., SCOTTRADE, INC., NATIONWIDE SECURITIES, LLC, WADDELL & REED, LPL FINANCIAL LLC, MUTUAL SERVICE CORPORATION, and B. C. ZIEGLER AND COMPANY.
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.
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.
1
2
FL
01/03/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
SC
09/24/2018 - 11/02/2021
VALIC FINANCIAL ADVISORS, INC. (COLUMBIA SC)
SC
12/08/2015 - 03/08/2018
SCOTTRADE, INC. (COLUMBIA SC)
SC
02/06/2015 - 11/23/2015
NATIONWIDE SECURITIES, LLC (LEXINGTON SC)
WI
01/10/2014 - 01/13/2015
WADDELL & REED (WAUKESHA WI)
WI
09/08/2009 - 01/17/2014
LPL FINANCIAL LLC (WAUKESHA WI)
WI
08/28/2001 - 09/08/2009
MUTUAL SERVICE CORPORATION (WAUKESHA WI)
IL
06/23/1999 - 08/28/2001
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
BOTH
Issued 07/02/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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