Unclaimed
Kevin James Phillips is a registered representative at PFS Investments Inc. Kevin Phillips has been in the industry for over 5 years. Kevin Phillips is registered with the state of Ohio as an investment advisor representative and a securities agent. Kevin Phillips also has Series 6 and SIE licenses. Kevin Phillips is located at 1776 Tech Park Dr NE, Suite 102 in New Philadelphia, OH. Kevin Phillips has a variety of other business affiliations including working part-time for a Primerica affiliated company selling investment-related products. Kevin Phillips also works for Primerica Mortgage, LLC as a loan officer. Kevin Phillips also works as a care taker for Northeast Development Services, INC and as a delivery driver for Door Dash.
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
OH
09/19/2018 - Present
PFS Investments Inc. (NEW PHILADELPHIA OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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