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Kevin Earl Skaltsis

Foundations Investment Advisors LLC

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About Kevin Earl Skaltsis

Kevin Skaltsis is a financial professional with over 15 years of experience in the financial services industry. Kevin is a Certified Financial Planner™ and holds the Series 7, Series 66, and SIE securities licenses. He is currently registered as an Investment Advisor Representative with Foundations Investment Advisors LLC. In addition to providing financial planning services, Kevin Skaltsis also specializes in portfolio management for individuals and businesses. Kevin has previously worked with GWN Securities, Inc., Foresters Equity Services, Inc., Southeast Investments, N.C., Inc., and MetLife Securities Inc.

Firm Information

Kevin Skaltsis is currently registered with Foundations Investment Advisors LLC. Foundations Investment Advisors LLC is an investment advisory firm located in Phoenix, AZ. With over $6.7 billion in regulatory assets under management, the firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm is registered with the SEC and has a team of 187 licensed agents and investment advisor representatives.
Foundations Investment Advisors LLC

4050 E. COTTON CENTER BLVD.

PHOENIX, AZ 85040

$6.71B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Skaltsis’s Registration & Firm History

AZ

06/21/2017 - Present

Foundations Investment Advisors LLC (PHOENIX AZ)

RI

03/24/2016 - 05/30/2017

GWN SECURITIES INC. (Warwick RI)

CA

05/17/2014 - 03/23/2016

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

NC

03/22/2012 - 09/04/2012

SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)

RI

05/06/2008 - 03/15/2012

METLIFE SECURITIES INC. (WARWICK RI)

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Licenses & Designations

BOTH

Issued 06/09/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Earl Skaltsis.
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