Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Carlisle is a financial advisor with PFS Investments Inc. in Lakeland, Florida. Kevin has been in the financial services industry since 2001. Kevin holds the Series 6, Series 63, and SIE licenses. Kevin is registered with the state of Florida and is FINRA registered. Kevin has specialized in the investment company products/variable contracts field. Kevin has a strong background in the investment advisory and brokerage industry.
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
FL
01/16/2001 - Present
PFS Investments Inc. (LAKELAND FL)
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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