Alev Kilic (CRD# 7370341) is an Investment Advisor Representative working at Providence Financial And Insurances, Inc. in Woodland Hills, CA and has over 2 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Providence Financial And Insurances, Inc. | Woodland Hills, CA | Dec 2023 - Current | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Sep 2023 - Nov 2023 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Feb 2023 - Nov 2023 | < 1 |
| Northwestern Mutual Investment Services LLC | Manhattan Bch, CA | Feb 2023 - Nov 2023 | < 1 |
| Nyl | Westlake Village, CA | Jul 2021 - Jan 2023 | 1 |
| Primerica | Riverside, CA | Jan 2021 - Jul 2021 | < 1 |
| Tradeal International | Middletown, DE | Aug 2019 - Jan 2021 | 1 |
| Ebat Metal Ticaret Ltd | Istanbul, | Aug 2018 - Aug 2019 | 1 |
| Unemployed | Istanbul, | Jun 2017 - Aug 2018 | 1 |
| Student | Los Angeles, CA | Jun 2016 - Jun 2017 | 1 |
| Student | Istanbul, | Jan 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- CA
-
Total Assets Under Management153MILLIONS
-
Total Number of Accounts1,232ACCOUNTS
-
Average Account Value$124,495
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.