Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cai is a financial advisor with Charles Schwab & Co., Inc. located in Arcadia, CA. Kevin has been in the industry since 2023 and holds licenses for Series 66, Series 7TO and SIE. Kevin has previous experience with MORGAN STANLEY. Kevin is also the owner of Kaisa Jewelry Distribution, a retail business.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
06/25/2024 - Present
Charles Schwab & CO., Inc. (Rowland Heights CA)
CA
12/20/2023 - 05/09/2024
MORGAN STANLEY (Menlo Park CA)
BOTH
Issued 02/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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