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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 Mark Nast is a Registered Representative and Investment Advisor Representative with over 25 years of experience in the financial industry. Kevin Mark Nast currently works with J. W. Cole Advisors, Inc. Kevin Mark Nast has experience working in the investment advisory business for various firms including TRIAD ADVISORS LLC, SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, PFS INVESTMENTS INC. and Continuum Advisory, LLC. Kevin Mark Nast is registered to provide investment advice in Florida, Michigan, Ohio, and Tennessee.
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.
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.
Hourly & fixed rate consulting
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
FL
01/30/2024 - Present
J. W. Cole Advisors, Inc. (Naples FL)
MI
01/24/2018 - 12/08/2021
TRIAD ADVISORS LLC (Plymouth MI)
MI
05/13/2016 - 01/29/2018
SIGNATOR INVESTORS, INC. (NORTHVILLE MI)
MI
07/05/2001 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NORTHVILLE MI)
GA
03/21/1996 - 12/21/1999
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 06/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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