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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Stokes is a registered investment advisor representative with Eagle Strategies LLC, a firm with a strong presence in the financial industry. Kevin has been in the industry since 2003 and holds various licenses and certifications, including the Series 6, 7, 63, and 66 exams. Kevin's experience spans a variety of financial services, including investment advisory and insurance. Kevin Stokes is registered in Arkansas, Kansas, Missouri, and Oregon. Kevin Stokes offers various services, such as financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.
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.
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
MO
06/08/2022 - Present
Eagle Strategies LLC (SPRINGFIELD MO)
MO
02/19/2003 - 01/02/2014
SUNSET FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
BOTH
Issued 05/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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