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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin R. Marani is an investment advisor representative associated with LPL Enterprise, LLC based in Walnut Creek, California. Kevin has been in the industry since November 13, 2009, and is currently registered in California. Previously, Kevin was associated with Pinnacle Capital Securities, LLC in Long Beach, California, Northwestern Mutual Investment Services, LLC in Walnut Creek, California, and Aon Benfield Securities, Inc. in Chicago, Illinois.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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2
CA
11/14/2024 - Present
LPL Enterprise, LLC (WALNUT CREEK CA)
CA
08/02/2019 - 03/01/2021
PINNACLE CAPITAL SECURITIES, LLC (Long Beach CA)
CA
04/22/2013 - 12/18/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WALNUT CREEK CA)
IL
01/01/1999 - 03/30/2009
AON BENFIELD SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 04/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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