Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lee Arsham is a registered investment advisor representative with Adviser Alliance, LLC. Kevin has been in the financial services industry since 1991 and has experience working with individuals. Kevin is also registered as an insurance agent in Ohio. Kevin has a Series 6 license and is currently active with Adviser Alliance, LLC and Simplicity Financial Marketing.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/22/2017 - Present
Adviser Alliance, LLC (HUDSON OH)
CA
06/27/2000 - 12/31/2004
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
CA
03/22/2000 - 04/19/2000
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NA
09/05/1991 - 04/22/1993
NYLIFE SECURITIES INC.
BC
Issued 03/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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