Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dotson is a financial professional who works for PFS Investments Inc., a firm that is registered with FINRA and the SEC. Kevin is a licensed agent and has been working in the industry since 2022. Kevin holds multiple securities licenses, including Series 6, SIE and Series 63. Kevin specializes in financial planning and 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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CA
07/22/2022 - Present
PFS Investments Inc. (REDLANDS CA)
BC
Issued 08/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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