Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Scott Merical is a financial advisor with over 20 years of experience in the industry. Kevin is currently registered with Principal Securities, Inc. and has been with the firm since September 2008. Before joining Principal, Kevin worked at Country Capital Management Company and Equitrust Investment Management Services, Inc.. Kevin is a Series 6 and Series 63 licensed representative and holds the SIE designation. Kevin specializes in providing financial advice to 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
09/24/2008 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
11/04/2004 - 12/18/2006
COUNTRY CAPITAL MANAGEMENT COMPANY (WEST DES MOINES IA)
IA
12/05/2003 - 08/26/2004
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
IA
05/28/2003 - 12/05/2003
EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC. (WEST DES MOINES IA)
BC
Issued 03/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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