Unclaimed
Kevin Mathias is a financial advisor with Woodmen Financial Services, Inc. Kevin has been in the industry since 2006 and holds the Series 6, Series 63, and SIE licenses. Kevin is registered in Maryland, North Carolina, and Pennsylvania. Kevin is also a registered representative with FINRA.
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.
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.
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NE
09/13/2006 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
BC
Issued 08/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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