Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Nuber is a registered investment advisor representative for Simplicity Wealth, a firm that provides a range of advisory services. Kevin has been in the industry since 2004 and holds the Series 65 license. Kevin has experience working with a wide range of clients, including high net worth individuals, corporations, and other investment advisors. Kevin specializes in providing financial planning, educational seminars, and portfolio management services. Kevin is a dedicated professional committed to helping clients achieve their financial goals.
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.
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
02/13/2025 - Present
Simplicity Wealth (San Diego CA)
IA
Issued 12/05/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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