Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Robert Williams is a financial advisor with over 30 years of experience. He has been registered with Planmember Securities Corp. since October 2018. Kevin Robert Williams is a Series 6 and Series 63 licensed advisor who has also earned the SIE designation. Kevin Robert Williams's previous experience includes roles at Foresters Equity Services, Inc., Securities America, Inc., Sunset Financial Services, Inc., VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, AON Securities Corporation, Godwins Securities, Inc. and NWNL Management Corporation. Kevin Robert Williams is located in Pasco, Washington. Kevin Robert Williams specializes in the financial needs of individuals, corporations and charitable organizations.
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.
Provides investment supervisory services
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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2
WA
10/31/2018 - Present
Planmember Securities Corp. (Pasco WA)
CA
09/17/2015 - 11/01/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
WA
11/14/2014 - 09/11/2015
SECURITIES AMERICA, INC. (PASCO WA)
WA
02/19/2004 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (PASCO WA)
TX
05/08/2000 - 01/21/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/08/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IL
11/25/1998 - 06/01/2000
AON SECURITIES CORPORATION (CHICAGO IL)
WA
12/24/1992 - 12/31/1998
GODWINS SECURITIES, INC. (SEATTLE WA)
WA
07/11/1988 - 12/24/1992
GODWINS SECURITIES, INC. (SEATTLE WA)
NA
04/24/1987 - 05/23/1988
NWNL MANAGEMENT CORPORATION
BC
Issued 07/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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