Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Berenzweig is a financial advisor with over 18 years of experience in the industry. Kevin is currently registered with Osaic Wealth, Inc. and is licensed in a number of states. Kevin has experience working with individuals, businesses, and charitable organizations. Kevin provides financial planning, portfolio management, and other advisory 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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CA
01/19/2024 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
12/20/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
WI
01/23/2009 - 12/20/2018
SECURITIES AMERICA, INC. (MEQUON WI)
CA
09/21/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (LA JOLLA CA)
CA
12/21/2005 - 09/25/2006
SECURITIES AMERICA, INC. (CARLSBAD CA)
IA
Issued 05/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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