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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Kaiser is an investment advisor representative with Sageview Advisory Group, LLC. Kevin has been in the industry since 1996 and has experience working with both individuals and institutional clients. Kevin holds the Series 7, Series 63, and Series 65 licenses. Kevin is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA). Prior to joining Sageview Advisory Group, LLC, Kevin worked at Mesirow Financial, Inc. for over 14 years. Kevin specializes in providing financial planning, portfolio management, and pension consulting services.
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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2
CA
11/03/2014 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
IL
05/17/2000 - 10/07/2014
MESIROW FINANCIAL, INC. (HIGHLAND PARK IL)
MA
01/03/2000 - 05/02/2000
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
08/31/1998 - 10/19/1999
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
AZ
04/02/1998 - 08/19/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
07/09/1996 - 04/06/1998
LONG GROVE TRADING CO. (BOSTON MA)
IA
Issued 06/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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