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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 Manzo is a financial advisor with over 15 years of experience in the financial services industry. Kevin is currently registered with Axxcess Wealth Management, LLC. Kevin is a Registered Representative with the state of California and holds Series 7, 66 and SIE licenses. Prior to joining Axxcess Wealth Management, LLC, Kevin was with TESSERA CAPITAL PARTNERS, LLC, ARETE WEALTH MANAGEMENT, LLC, ARI FINANCIAL SERVICES, INC., and C.K. COOPER & COMPANY, INC.. Kevin is a member of the National Association of Insurance and Financial Advisors. Kevin is dedicated to providing personalized financial advice and wealth management services to individuals, families, 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.
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.
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.
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CA
01/04/2022 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
NY
09/17/2021 - 10/12/2021
TESSERA CAPITAL PARTNERS, LLC (NEW YORK NY)
CA
10/22/2019 - 12/03/2019
ARETE WEALTH MANAGEMENT, LLC (CARLSBAD CA)
CA
10/07/2013 - 10/21/2019
ARETE WEALTH MANAGEMENT, LLC (CARLSBAD CA)
KS
12/19/2011 - 10/16/2013
ARI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
CA
02/22/2007 - 01/05/2010
C.K. COOPER & COMPANY, INC. (IRVINE CA)
BOTH
Issued 05/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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