Unclaimed
Kevin Ross Myers is a financial advisor with Cetera Investment Advisers LLC, based in Atlanta, GA. Kevin has been in the financial services industry since 1995 and has experience with Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin offers a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Kevin holds Series 7, 63, and 65 licenses, and is registered in 32 states.
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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2
GA
03/21/2024 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
06/01/2009 - 06/06/2011
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
10/04/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
06/13/2000 - 10/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
NC
11/28/1995 - 07/17/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 7/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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