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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 Rossetti is an Investment Advisor Representative associated with Cetera Investment Advisers LLC. Kevin has been in the industry since February 2016 and has a Series 7, 6, 63, and 65 license. Kevin holds registrations in Arizona, Florida, Illinois, Indiana, Minnesota, Ohio, Texas, and Wisconsin. Cetera Investment Advisers LLC is a fee-based firm that offers financial planning, portfolio management for individuals and businesses, selection of other advisors, pension consulting and educational seminars. Cetera Investment Advisers LLC has a total of $104,468,595,111 in regulatory assets under management. Cetera Investment Advisers LLC has 423,554 accounts. Cetera Investment Advisers LLC manages assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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
IL
04/22/2022 - Present
Cetera Investment Advisers LLC (LOMBARD IL)
IL
02/02/2016 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (LOMBARD IL)
IA
Issued 01/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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