Kevin Kaiser is a registered investment advisor, based in Newport Beach, CA, with 29 years of industry experience.
Location
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin works as an administrative assistant for Sageview Advisory Services, an advisory business, dedicating full-time hours to this role. He also manages rental property as President of Kaiser Properties, LLC and serves as a contingent trustee for his parents' revocable trust, both requiring minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Sageview Advisory Group, LLC
Previous Registrations
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.
Mesirow Financial, INC.Broker
Commonwealth Financial NetworkBroker
Liberty Funds Distributor, INC.Broker
Sunamerica Securities, INC.Broker
Long Grove Trading CO.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.