Unclaimed
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 Representative and Investment Advisor Representative with over 20 years of experience in the financial services industry. Kevin has a strong background in financial planning, portfolio management, and retirement planning. Kevin is currently with Eagle Strategies LLC and has been with the firm since June 2022. Prior to joining Eagle Strategies LLC, Kevin was with Sunset Financial Services, Inc. from February 2003 until January 2014. Kevin holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Kevin has a strong commitment to providing clients with personalized financial advice and guidance.
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.
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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 5/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 2/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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