Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Melton Simmons is a financial advisor with Cetera Investment Advisers LLC, a registered investment advisor, and holds the Series 66, Series 7TO, and SIE licenses. Kevin has over 2 years of experience in the industry. Kevin's previous roles included working for the Evansville Otters, Sioux Falls Canaries, Gateway Grizzlies, Joliet Slammers, Arizona Diamondbacks, and Northeastern University. Kevin specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations, and pension plans. Kevin also provides financial planning services, educational seminars, and portfolio management for individuals and businesses. Kevin is a deacon for Elkdale Baptist Church and dedicates one hour per week to this role.
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.
1
2
AL
06/20/2024 - Present
Cetera Investment Advisers LLC (SELMA AL)
BOTH
Issued 6/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/7/2024
Series 7TO - General Securities Representative Examination
BC
Issued 5/4/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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