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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 Thomas carl Nielsen is an Investment Advisor Representative with Russell Investments. Kevin Nielsen has been in the securities industry since 2008 and has been registered with Russell Investments since 2019. Kevin Nielsen is registered to provide securities and advisory services in 53 states and the District of Columbia. Kevin Nielsen has passed the Series 7, Series 63, Series 66 and the SIE exams. Prior to working at Russell Investments, Kevin Nielsen worked at Charles Schwab & Co., Inc. and Invesco Distributors, Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WA
07/03/2019 - Present
Russell Investments (SEATTLE WA)
IL
04/20/2011 - 05/31/2019
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IN
08/22/2008 - 03/31/2011
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 07/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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