Unclaimed
Kevin Wayne Koback is a Registered Representative associated with Associated Investment Services, Inc. Kevin has been in the securities industry since September 24, 2009. Kevin holds Series 7, 24, and 66 licenses and is registered in Illinois and Wisconsin. Kevin has specialized experience in investment company products, stocks, and fixed income securities.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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.
1
2
WI
05/08/2017 - Present
Associated Investment Services, Inc. (GREEN BAY WI)
WI
05/16/2008 - 02/01/2010
THRIVENT INVESTMENT MANAGEMENT INC. (MENASHA WI)
BOTH
Issued 06/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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