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 Tostado is a financial advisor who is registered in 14 states and has been in the industry since 2022. Kevin James Tostado works at Eagle Strategies LLC and is a registered representative of NYLIFE Securities LLC. Kevin James Tostado is also a licensed investment advisor representative. Kevin James Tostado provides financial planning and investment management services to individuals, families, and businesses. Kevin James Tostado is a Certified Financial Planner™ professional.
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.
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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CA
07/25/2024 - Present
Eagle Strategies LLC (SAN DIEGO CA)
BC
Issued 3/17/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/1/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 2/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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