Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Todd Cypert is a financial advisor with over 20 years of experience in the financial services industry. Kevin has a broad background in the financial industry, having worked for several firms including M. S. Howells & Co., FSC Securities Corporation, Royal Alliance Associates, Inc., Woodbury Financial Services, Inc., Sagepoint Financial, Inc., Bosc, Inc., E*TRADE Securities LLC, and Charles Schwab & Co., Inc. Kevin specializes in providing comprehensive financial planning services and managing portfolios for individuals, businesses, and retirement plans. Kevin is currently registered with LPL Financial LLC and holds various licenses and certifications, including Series 7, Series 6, Series 10, Series 9, Series 24, Series 63, and Series 66.
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.
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AZ
02/01/2022 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
02/08/2018 - 08/20/2021
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
GA
03/05/2015 - 02/06/2017
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/05/2015 - 02/06/2017
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
03/05/2015 - 02/06/2017
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
02/20/2015 - 02/06/2017
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
05/01/2014 - 09/10/2014
BOSC, INC. (SCOTTSDALE AZ)
AZ
03/23/2011 - 06/03/2014
E*TRADE SECURITIES LLC (SCOTTSDALE AZ)
AZ
09/27/1999 - 03/08/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
TX
08/03/1998 - 07/06/1999
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 01/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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