Unclaimed
Kevin Skogsberg is a financial advisor at Benjamin F. Edwards & Company, Inc. Kevin has over 40 years of experience in the financial services industry and holds several professional licenses and designations. Kevin is committed to providing personalized financial advice to help clients achieve their financial goals. Kevin has been registered with the state of Illinois since 1980, and is also registered with the Securities and Exchange Commission (SEC) as an investment advisor. Kevin currently holds Series 3, 5, 7, 8, 9, 10, 63, and 66 licenses. Kevin also holds the SIE designation. Kevin is a member of the Financial Industry Regulatory Authority (FINRA).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
11/07/2016 - Present
Benjamin F. Edwards & Company, Inc. (Sugar Grove IL)
IL
06/16/2009 - 08/30/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GENEVA IL)
IL
01/01/2008 - 06/16/2009
WELLS FARGO ADVISORS, LLC (AURORA IL)
IL
07/27/1979 - 01/03/2008
A. G. EDWARDS & SONS, INC. (AURORA IL)
BOTH
Issued 11/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/09/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1989
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1982
Series 5 - Interest Rate Options Examination
BC
Issued 07/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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