Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Reed is a financial advisor with Packerland Brokerage Services, Inc. Kevin has been in the industry since 1999. Kevin has held licenses in multiple states, including Florida, Indiana, North Carolina, South Carolina and Texas. Kevin has also worked for Fifth Third Securities, Inc., Primevest Financial Services, Inc., FISERV INVESTOR SERVICES, INC., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Kevin has a Series 6, Series 7, Series 63, and Series 65 license. Kevin offers a variety of services including financial planning, portfolio management, and educational seminars.
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
IN
08/24/2018 - Present
Packerland Brokerage Services, Inc. (FORT WAYNE IN)
IN
05/25/2010 - 07/13/2016
FIFTH THIRD SECURITIES, INC. (FT. WAYNE IN)
IN
12/03/2003 - 04/13/2010
PRIMEVEST FINANCIAL SERVICES, INC. (FT WAYNE IN)
TX
05/17/2000 - 12/04/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IN
04/07/1994 - 06/21/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/07/1994 - 06/21/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 07/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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