Unclaimed
Kevin Kuwae is a financial professional with over 20 years of experience in the industry. Kevin is a registered Investment Advisor Representative and a Registered Representative in the state of California. Kevin holds Series 6 and 63 securities licenses and is a Chartered Financial Consultant. Kevin is currently affiliated with State Farm Investment Management Corp. and Kevin Kuwae Insurance Agency. The agency focuses on insurance services through State Farm Mutual Automobile Insurance Company and its affiliates. Kevin works with individual and institutional investors to develop customized financial plans and provide investment management services.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
06/19/2023 - Present
State Farm Investment Management Corp. (Torrance CA)
BC
Issued 11/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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