Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Fitzwilson is an investment advisor representative for Coldstream Wealth Management, an affiliate of Coldstream Securities Inc. Kevin has been in the industry since December 4, 1997, and has a broad range of experience in financial planning, portfolio management and pension consulting. Kevin is committed to providing his clients with personalized advice and helping them achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
12/28/2001 - Present
Coldstream Wealth Management (BELLEVUE WA)
BC
Issued 12/28/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
Not sure Kevin Fitzwilson is the right advisor for you? Invested Better is here to help.
