Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Sorto is an Investment Advisor Representative with First Advisors National, LLC. Kevin is registered with the state of California as an Investment Advisor Representative. Kevin has been in the financial industry since 2014 and specializes in retirement planning, financial planning, and selection of other advisors. Kevin has a strong background in financial services, having previously worked in a variety of roles at a number of firms in the industry. Kevin is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
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.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
1
2
CA
05/31/2024 - Present
First Advisors National, LLC (Aliso Viejo CA)
IA
Issued 05/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Kevin Sorto is the right advisor for you? Invested Better is here to help.
