Unclaimed
Kevin Gerard Huss is a financial advisor with over 20 years of experience in the industry. Kevin is currently registered with Cetera Investment Advisers LLC and holds a Series 65 license. Kevin's prior experience includes working for firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated. Kevin has a broad range of experience in the financial services industry, having worked with a variety of clients including individuals, families, businesses, and charitable organizations. Kevin specializes in retirement planning, investment management, and financial planning.
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.
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.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
NY
05/10/2000 - 01/15/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/27/1998 - 04/14/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 8/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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