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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 William Berwald is a financial advisor currently registered with Regal Investment Advisors LLC, where Kevin has been employed since February 2021. Kevin has been in the financial industry since May 1996. Kevin is also registered with the state of Michigan and Florida. Previously, Kevin was registered with Pacific Select Distributors, LLC, Hartford Equity Sales Company Inc., Jackson National Life Distributors, Inc., and National Planning Corporation. Kevin is a Certified Financial Planner and a Chartered Financial Consultant. Kevin works with a variety of clients including individuals, high-net-worth individuals, corporations, trusts, and retirement plans. Kevin's services include financial planning, portfolio management, and investment advisory services.
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.
Third party fees
1
2
MI
02/24/2021 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
MI
12/12/2001 - 11/12/2020
PACIFIC SELECT DISTRIBUTORS, LLC (GROSSE ILE MI)
CT
11/20/1998 - 12/06/2001
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
TN
07/10/1998 - 11/17/1998
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
02/05/1996 - 11/13/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 02/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/28/2023
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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