Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin William Dusold is a financial professional registered in Ohio. He has been in the industry since December 2011 and is currently associated with Creative Financial Designs, Inc. Kevin is a financial advisor who provides financial planning, educational seminars, and portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
OH
01/02/2018 - Present
Creative Financial Designs, Inc. (Cincinnati OH)
KY
12/13/2011 - 08/19/2013
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 12/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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