Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dziubela is a financial professional with over 20 years of experience in the industry. Kevin is currently registered with Cetera Investment Advisers LLC. Kevin has previously been associated with several firms, including National Securities Corporation, IAA Financial LLC, and Gunnallen Financial, Inc. Kevin is a Series 7 and 63 licensed professional and holds a Series 24 principal designation. Kevin also holds the Series 65 and SIE exams, as well as other product and state exams. In addition to being an investment advisor, Kevin also works as an insurance agent. Kevin offers a range of financial planning services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
HILLSBORO BEACH, FL
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
FL
10/02/2024 - Present
Cetera Investment Advisers LLC (HILLSBORO BEACH FL)
FL
12/19/2014 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
09/18/2009 - 01/13/2015
IAA FINANCIAL LLC (Boca Raton FL)
FL
01/07/2004 - 10/02/2009
GUNNALLEN FINANCIAL, INC (BOCA RATON FL)
NY
08/23/1999 - 01/16/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
05/12/1999 - 08/25/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 3/9/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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