Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kase is an investment advisor representative, licensed to offer securities in South Dakota. Kevin is registered with PFS Investments Inc. since 2017, and has over 18 years of industry experience, starting in 1997. Previously, Kevin worked at Fifth Third Securities, Inc., Amcore Investment Services, Inc, and Pruco Securities Corporation. Kevin also has various certifications and licenses including Series 63, Series 65, and Series 6. Kevin is a financial professional who can help with a wide range of financial needs, including individual portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
SD
04/20/2017 - Present
PFS Investments Inc. (SIOUX FALLS SD)
OH
05/17/2004 - 06/08/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
06/02/1997 - 08/30/2002
AMCORE INVESTMENT SERVICES, INC (ROCKFORD IL)
NJ
02/15/1996 - 10/09/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 3/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/2/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/5/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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