Unclaimed
Kevin Zirk is a financial professional with over 38 years of experience in the industry. Kevin is currently registered with PFS Investments Inc., based in Tempe, AZ. Kevin has been with PFS Investments Inc. since September 1985. Prior to joining PFS Investments Inc., Kevin was registered with FIRST AMERICAN NATIONAL SECURITIES, INC. Kevin is licensed to conduct securities business in Arizona, California, Idaho, New Mexico, Texas, and Wisconsin.
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
AZ
11/09/2011 - Present
PFS Investments Inc. (TEMPE AZ)
NA
09/09/1985 - 01/13/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 07/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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