Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Martin Dombro is a financial advisor with Prospera Financial Services, Inc. Kevin is licensed in California and Florida. Kevin holds the Series 7TO, Series 63 and SIE licenses and has been in the industry since October 19, 2020. Kevin has previous experience with THE LEADERS GROUP, INC.. Prospera Financial Services, Inc. offers a wide range of financial advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
CA
03/06/2024 - Present
Prospera Financial Services, Inc. (San Jose CA)
CO
10/20/2020 - 03/15/2024
THE LEADERS GROUP, INC. (LITTLETON CO)
BC
Issued 05/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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