Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin James Sletten is a financial advisor with Raymond James & Associates, Inc. Kevin has been in the financial industry since 2005 and is registered in 36 states and has Series 7, Series 31, Series 66, and SIE licenses. Kevin is a partner in Abreo Catering, LLC, and is a member of the Finance/Investment Committee for the local Boy Scouts of America. Kevin also formed an LLC to buy a personal use airplane with a close friend and client. Kevin offers a range of financial planning and investment management services to individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
09/09/2011 - Present
Raymond James & Associates, Inc. (Peoria IL)
IL
03/14/2005 - 08/22/2011
ROBERT W. BAIRD & CO. INCORPORATED (PEORIA IL)
BOTH
Issued 03/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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