Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Anderson is a financial advisor with over 17 years of experience in the industry. Kevin has held positions at various firms, including Transamerica Financial Advisors, Inc., Securities America, Inc., and Sagepoint Financial, Inc. Kevin is currently registered with Osaic Wealth, Inc. and holds Series 7, 24, 51, 63, and 66 licenses. Kevin offers a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Kevin has experience working with a variety of clients, including individuals, corporations, and charitable organizations.
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.
1
2
AZ
11/02/2018 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/02/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/02/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
FL
12/07/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
12/07/2018 - 11/03/2023
FSC SECURITIES CORPORATION (ST. PETERSBURG FL)
FL
12/07/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ST. PETERSBURG FL)
FL
10/25/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
03/12/2008 - 10/26/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST PETERSBURG FL)
FL
05/12/2009 - 12/02/2010
WORLD GROUP SECURITIES, INC. (ST. PETERSBURG FL)
FL
05/13/2009 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (ST. PETERSBURG FL)
FL
07/18/2006 - 12/11/2007
E*TRADE SECURITIES LLC (TAMPA FL)
BOTH
Issued 09/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Anderson is the right advisor for you? Invested Better is here to help.
