Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Sahli is a financial advisor with Steward Partners Investment Advisory, LLC. Kevin has been working in the financial services industry since 1986. Kevin is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Kevin is licensed to sell securities in several states, including Oregon, Texas, and New York. In addition to his work with Steward Partners Investment Advisory, LLC, Kevin also provides financial consulting services as an employee of Steward Partners Global Advisory, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
05/04/2023 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
OR
06/18/2004 - 02/24/2009
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
MN
04/28/2000 - 06/25/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
05/27/1993 - 05/05/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
12/07/1989 - 06/01/1993
DAIN BOSWORTH INCORPORATED
OR
08/21/1986 - 12/21/1989
BLACK & COMPANY, INC. (PORTLAND OR)
BOTH
Issued 2/7/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/7/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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