Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lee Pile is a financial advisor registered with Avantax Advisory Services, located in Johnstown, PA. Kevin has been in the financial services industry since August 12, 2002. Prior to joining Avantax Advisory Services, Kevin worked for CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Kevin has a Series 7, Series 66, and SIE license. Kevin is also a registered investment advisor in Pennsylvania. Kevin is available to assist clients with financial planning, investment management, and retirement planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
01/10/2007 - Present
Avantax Advisory Services (Johnstown PA)
PA
02/21/2006 - 12/14/2006
CITIGROUP GLOBAL MARKETS INC. (JOHNSTOWN PA)
MD
08/12/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 09/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Pile is the right advisor for you? Invested Better is here to help.
