Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Nice is a financial advisor at Concourse Financial Group Securities, Inc. Kevin has been in the financial industry for over six years and is a Certified Financial Planner. Kevin has a Series 6, Series 63 and Series 65 licenses and is registered in Indiana, Michigan, Florida, Illinois, Kansas, Ohio, Texas and Virginia. Kevin is also a board member of Amigo Centre in Sturgis, Michigan, and the moderator of Pleasant View Church leadership board in Goshen, Indiana. Kevin's areas of expertise include investment and financial planning, retirement planning, and insurance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
02/10/2017 - Present
Concourse Financial Group Securities, Inc. (Goshen IN)
IA
Issued 02/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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