Kevin
Trinidad
Ameritas Advisory Services, LLC
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About this Advisor
Kevin Trinidad is a financial advisor based in Villa Park, Illinois, working with Ameritas Advisory Services, LLC. Kevin has previously held positions at Envesteon Advisors, Sunstreet Securities, LLC, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Pruco Securities LLC, The Prudential Insurance Company Of America, Ameritas Life Insurance, Ameritas Investment Company, LLC, Wealthpoint360, and Ameritas Advisory Services, LLC. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Kevin is part of Ameritas Advisory Services, LLC, which operates out of Villa Park, Illinois. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kevin Trinidad Work History
Ameritas Life Insurance
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Wealthpoint360
Pruco Securities LLC
The Prudential Insurance Company Of America
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Sunstreet Securities, LLC
Envesteon Advisors
Disclosures
Please visit the SEC profile of Kevin Trinidad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ameritas Advisory Services, LLC
Eliot, ME
Tulsa, OK
Melville, NY
Folsom, CA
Minneapolis, MN
Surprise, AZ
Newport, RI
Plano, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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