Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Rollin Shank is a registered representative with PFS Investments Inc. Kevin has been in the financial services industry since April 8, 1997. Kevin is licensed in Ohio and Texas and holds Series 6 and SIE licenses. Kevin has prior experience with Primerica Financial Services. Kevin specializes in portfolio management for individuals.
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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2
OH
11/19/2019 - Present
PFS Investments Inc. (CINCINNATI OH)
GA
07/09/2007 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
05/27/2002 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
GA
03/29/1995 - 11/21/2000
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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