Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Reperowitz is a financial advisor at Independent Financial Partners in Cincinnati, Ohio. Kevin has been in the financial industry since 2001 and has experience with both LPL Financial LLC and Fifth Third Securities, Inc. Kevin is a Certified Financial Planner and has a variety of designations and specializations to assist clients.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
OH
02/23/2017 - Present
Independent Financial Partners (Cincinnati OH)
OH
04/22/2005 - 05/23/2019
LPL FINANCIAL LLC (CINCINNATI OH)
OH
04/15/2002 - 05/18/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
09/13/2001 - 03/20/2002
TECH-TRADE CAPITAL LLC (NEW YORK NY)
CT
06/25/1999 - 11/22/1999
MAYER & SCHWEITZER, INC. (STAMFORD CT)
IA
Issued 05/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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