Unclaimed
Kevin Skogen is a financial advisor with Raymond James Financial Services Advisors, Inc. Kevin has been a registered representative since 2003 and has experience in the financial services industry for over 20 years. Kevin also works with Mainspring Wealth Advisors. Kevin specializes in providing financial planning and investment advice to individuals, families, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WA
08/13/2013 - Present
Raymond James Financial Services Advisors, Inc. (BELLEVUE WA)
WA
10/07/2003 - 08/16/2013
METLIFE SECURITIES INC. (BELLEVUE WA)
WA
10/07/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BELLEVUE WA)
BOTH
Issued 10/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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