Unclaimed
Kevin Ross Myers is a financial advisor with Cetera Investment Advisers LLC. Kevin has been working in the financial industry since 1995 and has experience with a variety of firms, including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin has a Series 7 and Series 63 license and is also a registered investment advisor. Kevin offers financial planning, pension consulting, and educational seminars to his clients. Kevin specializes in working with individuals, corporations, and charitable organizations. Kevin is committed to providing his clients with the highest level of service and expertise.
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
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 07/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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