Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Tolsma is a financial advisor with Kestra Advisory Services, LLC. Kevin has over 35 years of experience in the financial services industry. Kevin provides financial planning, investment management and other financial advisory services. Kevin is a Certified Financial Planner and holds Series 6, 7, 22, 24, 63 and 65 licenses. Kevin's previous employment includes positions with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., INDEPENDENT FINANCIAL GROUP, LLC, EPLANNING SECURITIES, INC., LINSCO/PRIVATE LEDGER CORP., AMERICAN GENERAL SECURITIES INCORPORATED, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN FINANCIAL ADVISORS CORPORATION and WADDELL & REED, 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.
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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CA
10/03/2023 - Present
Kestra Advisory Services, LLC (Newbury Park CA)
CA
09/01/2023 - 10/06/2023
OSAIC WEALTH, INC. (NEWBURY PARK CA)
CA
01/03/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NEWBURY PARK CA)
CA
12/12/2008 - 01/03/2013
INDEPENDENT FINANCIAL GROUP, LLC (CAMARILLO CA)
CA
06/02/2000 - 12/11/2008
EPLANNING SECURITIES, INC. (ROSEVILLE CA)
SC
01/03/1996 - 06/01/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
AZ
05/19/1994 - 01/04/1996
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
IN
10/25/1989 - 05/19/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/25/1989 - 05/19/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
KS
05/26/1988 - 11/01/1989
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 06/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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