Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin P. Koykar is a financial advisor with Gradient Advisors, LLC. Kevin has been in the industry since 2008 and has experience in providing financial advice to individuals, businesses, and institutions. Kevin is a Certified Financial Planner and a Chartered Financial Consultant. He is registered as an Investment Advisor Representative with the state of Illinois. Kevin is committed to providing his clients with personalized financial planning and investment management services.
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.
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.
A percentage of the total value of assets under management is charged.
Referral fees
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2
IL
01/04/2016 - Present
Gradient Advisors, LLC (Inverness IL)
IL
01/02/2015 - 12/10/2015
EDWARD JONES (CREST HILL IL)
IL
07/01/2013 - 01/09/2015
COUNTRY CAPITAL MANAGEMENT COMPANY (LEMONT IL)
IL
06/23/2009 - 10/26/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (LOMBARD IL)
IL
08/05/2008 - 06/30/2009
STATE FARM VP MANAGEMENT CORP. (OAK BROOK IL)
BC
Issued 08/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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