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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin James Cicci is an Investment Advisor Representative with Cetera Investment Advisers LLC. Kevin has been in the financial services industry for 27 years. Kevin Cicci's professional experience includes previous employment with LPL Financial LLC, ING Financial Partners, Inc., ING Financial Advisers, LLC, and Transamerica Securities Sales Corporation. Kevin is registered with FINRA and the SEC and holds Series 6, 7, 24, 63 and 65 licenses.
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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (FOXBOROUGH MA)
MA
12/20/2011 - 09/25/2019
LPL FINANCIAL LLC (FOXBOROUGH MA)
MA
01/06/2005 - 12/21/2011
ING FINANCIAL PARTNERS, INC. (FOXBOROUGH MA)
CT
04/06/1999 - 01/05/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CA
02/22/1996 - 01/13/1999
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
IA
Issued 8/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/8/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/2/2008
Series 7 - General Securities Representative Examination
BC
Issued 2/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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