Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Toler is an investment advisor representative at Hill Island Financial LLC. Kevin has been in the financial services industry since January 2002. Kevin holds multiple licenses and certifications, including Series 7, 9, 10, 24, 63 and 66. Kevin is experienced in providing investment advice to individuals, businesses, and retirement plans. Kevin is also a licensed insurance professional. Kevin is dedicated to helping clients reach their financial goals.
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.
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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MI
12/14/2021 - Present
Hill Island Financial LLC (GRAND RAPIDS MI)
MI
07/17/2002 - 09/07/2021
AMERIPRISE FINANCIAL SERVICES, LLC (GRAND RAPIDS MI)
MN
07/17/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
01/29/2002 - 03/26/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/31/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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