Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Troke is a financial advisor registered in Illinois and Minnesota. Kevin has been in the financial industry since August 1999. Kevin is a Registered Representative with PFS Investments Inc., a firm headquartered in Duluth, Georgia. Kevin is also a Certified Public Accountant (CPA). Kevin specializes in providing financial planning and portfolio management for individuals. Kevin has been with PFS Investments Inc. since April 2003.
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.
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2
IL
03/02/2017 - Present
PFS Investments Inc. (BURR RIDGE IL)
MN
12/15/2000 - 06/16/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 06/16/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
05/25/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IL
10/14/1997 - 06/22/2000
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
BOTH
Issued 12/06/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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