Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick West is a financial advisor who has been in the industry since 1987. Kevin has a variety of experience, having worked with Citigroup Global Markets Inc., Lehman Brothers Inc., and Foster & Marshall Inc. Currently, Kevin is a Registered Representative at Morgan Stanley. Kevin has a wide range of certifications including Series 3, 63, 7 and SIE. Kevin is registered in 24 states including Washington, Texas, Oregon, Ohio, New York, New Jersey, Nevada, North Carolina, Montana, Minnesota, Maryland, Illinois, Idaho, Iowa, Hawaii, Florida, Colorado, California, Arkansas, Arizona, Alaska and Virginia. Kevin has experience working with individuals, high-net-worth individuals, corporations, investment companies, charities, and insurance companies. Kevin is a partner at PCKKW Investments, LLC and is an investment advisor representative at Morgan Stanley.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
06/01/2009 - Present
Morgan Stanley (Spokane WA)
WA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SPOKANE WA)
NY
06/15/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/24/1987 - 06/18/1987
FOSTER & MARSHALL INC.
IA
Issued 08/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kevin West is the right advisor for you? Invested Better is here to help.
