Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Downs is a registered investment advisor with over 35 years of experience in the financial services industry. Kevin has been with Avantax Advisory Services since 1997 and is committed to providing personalized financial advice to individuals, families, and businesses. Kevin is a registered representative with FINRA and has been a licensed insurance agent since 1979. Kevin has a strong understanding of financial planning, investment management, and insurance and is dedicated to helping his clients achieve their financial goals. Kevin Downs provides advisory services for individuals and businesses and specializes in financial planning, pension consulting, and portfolio management. Kevin is also a member of the Pennsylvania Oil & Gas Landowner Alliance, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
03/21/1997 - Present
Avantax Advisory Services (WYALUSING PA)
BC
Issued 12/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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