Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Roland is an active financial advisor at PFS Investments Inc. Kevin has been in the industry since 2024, and is registered with the state of New York. Kevin holds Series 63, 6TO, and SIE licenses. Kevin is based out of the Lynbrook, NY branch office. Kevin is a strong advocate for individuals, helping them manage their portfolios and reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
05/04/2024 - Present
PFS Investments Inc. (LYNBROOK NY)
BC
Issued 06/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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