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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 Nervegna is a financial advisor registered with LPL Financial LLC, working out of the San Diego, CA office. Kevin is also registered with the following states: Florida, Georgia, Kentucky, Maryland, North Carolina, South Carolina, South Dakota, Tennessee, Texas, Virginia, and Wisconsin. Kevin specializes in providing financial planning services, as well as consulting and other non-discretionary advisory services. Kevin has over 15 years of experience in the financial industry, with prior experience at OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., QUESTAR CAPITAL CORPORATION, and SECURIAN FINANCIAL SERVICES, INC.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
01/29/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
09/01/2023 - 01/31/2024
OSAIC WEALTH, INC. (MOORESVILLE NC)
NC
05/24/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MOORESVILLE NC)
NC
11/08/2012 - 06/01/2018
QUESTAR CAPITAL CORPORATION (CHARLOTTE NC)
NC
02/20/2008 - 11/08/2012
SECURIAN FINANCIAL SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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