Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Siebert is a financial advisor with Atmos Advisory, LLC. Kevin has over 15 years of experience in the financial services industry. Kevin is also a Certified Financial Planner (CFP). Kevin has previously worked at M HOLDINGS SECURITIES, INC. and MORGAN STANLEY SMITH BARNEY.
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.
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
PA
04/29/2014 - Present
Atmos Advisory, LLC (PITTSBURGH PA)
PA
01/03/2012 - 05/31/2024
M HOLDINGS SECURITIES, INC. (PITTSBURGH PA)
PA
06/01/2009 - 01/13/2012
MORGAN STANLEY SMITH BARNEY (PITTSBURGH PA)
PA
11/28/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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