linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Kloski

Virtus Investment Advisers, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Kloski

Kevin Kloski is a financial professional with over 15 years of experience in the industry. Kevin is currently registered with Virtus Investment Advisers, Inc. and is a Certified Financial Planner and Chartered Financial Analyst. Kevin previously worked at AllianceBernstein Investments, Inc., NYLIFE Distributors LLC, ING INVESTMENTS DISTRIBUTOR, LLC, WELLS FARGO ADVISORS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kevin holds the Series 31, 7, and 66 licenses.

Firm Information

Kevin Kloski is currently registered with Virtus Investment Advisers, Inc.. Virtus Investment Advisers, Inc. is an investment advisor registered with the SEC. Located in HARTFORD, CT, the firm primarily serves investment companies, managing $53,982,609,839 in assets for 105 clients. Virtus Investment Advisers, Inc. also provides selection of other advisors and other advisory services.
Virtus Investment Advisers, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$53.98B

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

an employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

An employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Kloski’s Registration & Firm History

CT

04/01/2020 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

TN

08/06/2019 - 04/01/2020

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)

NY

05/13/2014 - 07/10/2019

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

NY

03/07/2012 - 04/24/2014

ING INVESTMENTS DISTRIBUTOR, LLC (NEW YORK NY)

CT

10/08/2008 - 02/10/2012

WELLS FARGO ADVISORS, LLC (HARTFORD CT)

CT

01/03/2006 - 02/05/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)

NY

09/07/2005 - 12/01/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Kevin Kloski is right for you?

Licenses & Designations

BOTH

Issued 06/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 06/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Kloski.
Not sure if Kevin Kloski is right for you?