Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Fles is a financial advisor with over 20 years of experience in the financial services industry. Kevin is currently registered with Cetera Investment Advisers LLC and has been in this role since 2013. Prior to that, Kevin was a financial advisor with Montgomery Bank and held previous roles with Pacific West Securities, Inc., UVEST Financial Services Group, Inc., Scottrade, Inc., and Pruco Securities, LLC. Kevin has a wide range of experience in financial planning, portfolio management, and insurance. Kevin is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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MO
03/21/2024 - Present
Cetera Investment Advisers LLC (SIKESTON MO)
MO
07/27/2007 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (SIKESTON MO)
MO
02/27/2006 - 06/14/2007
UVEST FINANCIAL SERVICES GROUP, INC. (POPLAR BLUFF MO)
MO
01/04/2005 - 11/28/2005
SCOTTRADE, INC. (ST. LOUIS MO)
NJ
03/19/2004 - 11/23/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
MN
01/12/2004 - 02/13/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 4/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 1/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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