Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Zickler is a financial advisor at Voya Financial Advisors, Inc., located in Tacoma, WA. Kevin has been in the financial industry since 2013, and is licensed to sell securities in Washington. Kevin has a variety of experience working with individuals, corporations, and charitable organizations. He has previously worked at CUSO Financial Services, L.P. and Edward Jones. Kevin offers a variety of financial services, including financial planning, investment 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.
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.
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.
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WA
05/27/2020 - Present
Voya Financial Advisors, Inc. (TACOMA WA)
WA
05/02/2016 - 09/14/2018
CUSO FINANCIAL SERVICES, L.P. (Liberty Lake WA)
WA
01/25/2013 - 04/01/2016
EDWARD JONES (SPOKANE WA)
BOTH
Issued 03/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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