Kevin KrestanCRD Number: 1052040
Current Firm: Charles Schwab & Company, Inc.
Kevin Krestan (CRD# 1052040) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 34 years of experience in the finance industry. Kevin Krestan 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.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jan 2012 - Current||6|
|Arizona Christian University||Phoenix, AZ||Nov 2016 - Dec 2016||< 1|
|Arizona Christian University||Phoenix, AZ||Nov 2015 - Jan 2016||< 1|
|Arizona Christian University||Phoenix, AZ||Sep 2015 - Oct 2015||< 1|
|Arizona Christian University||Phoenix, AZ||Jan 2015 - Mar 2015||< 1|
|Arizona Christian University||Phoenix, AZ||Oct 2014 - Dec 2014||< 1|
|Arizona Christian University||Phoenix, AZ||Mar 2014 - May 2014||< 1|
|Arizona Christian University||Phoenix, AZ||Jan 2011 - Oct 2013||2|
|Unemployed||Glendale, AZ||Aug 2011 - Jan 2012||< 1|
|Morgan Stanley Smith Barney||Scottsdale, AZ||Nov 2009 - Aug 2011||1|
|Harris Investor Services, Inc.||Phoenix, AZ||Dec 2005 - Sep 2009||3|
|Harris Bank||Scottsdale, AZ||Aug 2003 - Sep 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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