Unclaimed
Kevin Decker is a financial advisor who has been in the industry since 2010. Kevin is registered with Vanguard Advisers, Inc. Kevin holds licenses in North Carolina and Texas. Kevin earned the Series 63, Series 7, Series 6, and SIE licenses. Kevin also holds the Certified Financial Planner designation. Kevin has a previous employment history with Chase Investment Services Corp. and NYLIFE Securities LLC. Kevin works with a variety of clients, including individuals, high-net-worth individuals, trusts, corporations, and charitable organizations. Kevin provides financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
08/23/2016 - Present
Vanguard Advisers, Inc. (Charlotte NC)
MI
02/25/2010 - 06/30/2010
CHASE INVESTMENT SERVICES CORP. (FLINT MI)
MI
01/01/2010 - 02/01/2010
NYLIFE SECURITIES LLC (OKEMOS MI)
BC
Issued 10/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Decker is the right advisor for you? Invested Better is here to help.