Unclaimed
Kevin Bidenkap is a financial advisor who has been in the industry since 1994. Kevin is a Certified Financial Planner and Chartered Financial Consultant. Kevin is registered to provide investment advice in 30 states and has been employed by Tortuga Wealth Management, Inc. since 2010. Kevin has also worked for Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley DW Inc., and Pruco Securities Corporation.
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.
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.
1
2
CA
05/21/2010 - Present
Tortuga Wealth Management (TORRANCE CA)
CA
06/01/2009 - 06/16/2010
MORGAN STANLEY SMITH BARNEY (TORRANCE CA)
CA
08/19/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TORRANCE CA)
NY
03/27/1995 - 08/31/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
09/14/1994 - 02/22/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 05/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Bidenkap is the right advisor for you? Invested Better is here to help.