Kevin Morisoli, financial advisor Honolulu HI
96 score

Kevin Morisoli

CRD Number: 5496560
Current Firm: Northwestern Mutual Investment Services,llc

Kevin Morisoli (CRD# 5496560) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Honolulu, HI and has over 7 years of experience in the finance industry. Kevin Morisoli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Honolulu, HI Feb 2015 - Current 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2008 - Current 8
Northwestern Mutual Investment Services, LLC Honolulu, HI Feb 2015 - Mar 2016 1
Northwestern Mutual Investment Services, LLC San Diego, CA Feb 2009 - Feb 2015 6
University Of San Diego San Diego, CA Jan 2006 - May 2008 2
University Of San Diego San Diego, CA Feb 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
Contact Info for Kevin B. Morisoli
Phone Number: 866-664-7737
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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