Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Stottlemyre is a financial advisor registered with Osaic Wealth, Inc. Kevin has been in the financial industry for over 30 years, working for numerous firms and building experience in both investment advisory and brokerage services. Kevin has a wide range of experience serving individuals, families, small businesses, and charitable organizations. Kevin is also a licensed insurance agent, allowing him to offer comprehensive financial planning solutions.
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.
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WA
06/14/2024 - Present
Osaic Wealth, Inc. (CENTRALIA WA)
WA
08/02/2016 - 06/14/2024
SECURITIES AMERICA, INC. (CENTRALIA WA)
WA
09/08/2015 - 08/02/2016
UMPQUA INVESTMENTS, INC. (Centralia WA)
WA
05/17/2011 - 09/09/2015
LPL FINANCIAL LLC (CENTRALIA WA)
WA
08/09/2004 - 05/20/2011
FINTEGRA, LLC (CENTRALIA WA)
CA
11/01/2001 - 08/16/2004
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
TX
02/18/1998 - 11/01/2001
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
04/18/1994 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MA
12/09/1991 - 04/04/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/09/1991 - 04/04/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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