Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Shanks is a financial professional with over 16 years of experience in the financial services industry. Kevin is currently registered with SPC as a registered representative and investment advisor representative. Kevin holds Series 6, 7, 63, and 65 securities licenses, as well as the SIE. Prior to his current role at SPC, Kevin was previously registered with CUNA Brokerage Services, Inc. and Hantz Financial Services, Inc. Kevin specializes in providing investment advisory services to individuals, corporations and retirement plans. He is a Chartered Financial Consultant.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
06/15/2016 - Present
SPC (Saginaw MI)
MI
02/20/2007 - 06/08/2016
CUNA BROKERAGE SERVICES, INC. (SAGINAW MI)
MI
06/21/2001 - 01/03/2007
HANTZ FINANCIAL SERVICES, INC. (BAY CITY MI)
IA
Issued 01/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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