Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Babcock is a financial advisor with Cetera Investment Advisers LLC based in Merrillville, IN. Kevin has been in the financial services industry since 2001 and has been registered with Cetera Investment Advisers LLC since January 2014. Kevin has a Series 7, Series 66 and SIE license and is also a Certified Financial Planner. Prior to joining Cetera Investment Advisers LLC, Kevin worked at National Planning Corporation from September 2001 to September 2004. Kevin is also a member of the board for Youche Country Club and is a 50% owner of a real estate company that buys, rehabs and sells properties.
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.
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IN
01/21/2014 - Present
Cetera Investment Advisers LLC (MERRILLVILLE IN)
CA
09/12/2001 - 09/30/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 10/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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