Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ryan Prestesater is a financial advisor with over 28 years of experience in the industry. Kevin is a registered representative of LPL Financial LLC and holds multiple licenses and certifications, including Series 7, 24, 63, and 65. Kevin has a strong track record of success in providing financial advice to individuals and businesses. His practice specializes in retirement planning and investment management. Kevin works with clients in a variety of locations, including West Covina, CA, and Mineral Wells, TX. Kevin is passionate about helping clients achieve their financial goals. He takes a personalized approach to financial planning, working closely with each client to understand their unique needs and objectives. Prior to LPL Financial, Kevin was registered with PIM FINANCIAL SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/27/2010 - Present
LPL Financial LLC (WEST COVINA CA)
CA
01/06/1997 - 05/23/2000
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
NY
07/07/1994 - 01/14/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Prestesater is the right advisor for you? Invested Better is here to help.
