Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Thomas Sheffield is a financial professional with over 18 years of experience in the financial services industry. Kevin has held positions at a number of firms including Edward Jones, Wells Fargo Advisors, and Summit Brokerage Services. He is currently a Registered Principal with Cetera Investment Advisers LLC, and owns his own firm, Sheffield Wealth Management. Kevin is registered to offer investment advisory services in Tennessee. He is also registered with the FINRA and holds the Series 7, 24, 63, and 65 licenses. Kevin specializes in financial planning, retirement planning, and portfolio management for individuals, businesses, and charitable organizations. He offers a variety of investment services to meet the needs of his clients.
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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2
TN
06/29/2023 - Present
Cetera Investment Advisers LLC (LOUDON TN)
TN
01/18/2019 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (LOUDON TN)
TN
12/07/2015 - 01/18/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LOUDON TN)
TN
12/23/2009 - 12/08/2015
EDWARD JONES (LOUDON TN)
TN
08/29/2006 - 04/28/2009
J.J.B HILLIARD, W.L. LYONS, LLC (KNOXVILLE TN)
CO
03/17/2006 - 08/29/2006
THE LEADERS GROUP, INC. (LITTLETON CO)
NJ
04/22/2004 - 10/11/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 06/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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