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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 Brandenburg is an investment advisor representative with SEI Investments Management Corp. with experience in the financial industry since 1995. Kevin is registered in Pennsylvania and South Carolina. Kevin has held previous roles at Pershing LLC and Charles Schwab & Co., Inc. Kevin's certifications include the Series 63, 65, 7, 8, 9, 10, 24, 52TO and SIE.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
08/05/2024 - Present
SEI Investments Management Corp. (OAKS PA)
NC
05/04/2022 - 04/16/2024
PERSHING LLC (CHARLOTTE NC)
NC
03/02/2007 - 04/16/2024
PERSHING ADVISOR SOLUTIONS LLC (CHARLOTTE NC)
FL
08/23/1995 - 01/24/2007
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
IA
Issued 08/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/14/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/01/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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