Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bertelsen is a registered representative with Fifth Third Securities, Inc. in Charlotte, North Carolina. Kevin has over 13 years of experience in the financial services industry. Previously, Kevin was with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Securities LLC. Kevin holds Series 7, Series 63, Series 79TO and SIE licenses. Kevin specializes in Portfolio Management for Individuals and Businesses. He provides financial planning, selection of other advisers and financial planning services. Fifth Third Securities, Inc. is a registered broker-dealer and investment adviser. The firm offers a wide range of investment products and services to individual and institutional clients. The firm manages over $7.9 billion in assets for its clients.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
NC
07/05/2016 - Present
Fifth Third Securities, Inc. (CHARLOTTE NC)
NC
11/01/2010 - 12/09/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NY
04/22/2009 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NA
07/18/1989 - 09/11/1989
F.N. WOLF & CO., INC.
BC
Issued 5/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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