Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Russo is a financial advisor with Cetera Investment Advisers LLC. Kevin is registered in Delaware, New Jersey and Pennsylvania. Kevin has been in the financial industry for over a year. Kevin is a Registered Representative and Investment Advisor Representative. Kevin has a Series 7TO, Series 63, Series 65 and SIE license. Kevin has experience working with individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Kevin offers a variety of financial planning services including portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors. Kevin is an independent contractor for Diamond State Financial Group providing fixed insurance sales. Kevin also works for Doordash and owns Godfather Fashion.
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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DE
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWARK DE)
DE
04/30/2023 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
IA
Issued 6/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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