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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 Zoltek is an investment advisor representative at Cetera Investment Advisers LLC. Kevin has been in the financial services industry since 2001. He has a strong background in accounting and financial planning. Kevin is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and a Certified Management Accountant (CMA). He holds the Series 7, 66, 24, and 53 licenses. He is a registered investment advisor in North Carolina and Texas. Kevin provides investment advice to individuals, families, businesses, and charitable organizations.
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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NC
06/29/2023 - Present
Cetera Investment Advisers LLC (KINSTON NC)
NC
02/27/2001 - 09/03/2013
WALNUT STREET SECURITIES, INC. (KINSTON NC)
IA
Issued 08/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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