Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Seegert is a financial advisor with over 39 years of experience in the industry. Kevin is currently registered with Osaic Wealth, Inc. and is a Registered Representative and Investment Advisor Representative. Kevin has been a financial advisor since April 12, 1984, and has held positions with several firms including Woodbury Financial Services, Inc., SII Investments, Inc., American Express Financial Advisors Inc., and Securities America, Inc. Kevin holds several industry licenses and certifications, including Series 6, Series 7, Series 22, and the SIE. Kevin currently has an active registration in the state of Michigan and Ohio for both broker-dealer and investment advisor activities. Kevin is also registered in the state of Florida, Georgia, Idaho, Kentucky, Maryland, Montana, New York, Pennsylvania, Tennessee, Texas, and Virginia.
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.
1
2
MI
01/19/2024 - Present
Osaic Wealth, Inc. (DUNDEE MI)
MI
11/30/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MONROE MI)
MI
07/27/2001 - 11/30/2017
SII INVESTMENTS, INC. (DUNDEE MI)
MN
04/13/1984 - 07/26/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NE
01/31/2001 - 02/27/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
NA
04/13/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 03/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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