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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 Wilson is a registered investment advisor representative with Cetera Investment Advisers LLC, based in Antioch, CA. Kevin has been in the securities industry since March 6, 2008. Kevin is licensed to sell securities in California, Georgia, Idaho, Maine, Nevada, New Hampshire, Oregon, Texas, and West Virginia. Kevin is also registered to provide investment advisory services in California and Texas. Kevin holds the Series 66, Series 7 and SIE licenses. Kevin has experience in financial planning, pension consulting, portfolio management, and educational seminars. Cetera Investment Advisers LLC is headquartered in Schaumburg, Illinois and has approximately 16,618 clients with $104,468,595,111 in assets under management. The firm's clients include high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (ANTIOCH CA)
CA
03/07/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WALNUT CREEK CA)
BOTH
Issued 2/7/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/6/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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