Unclaimed
Kevin Costello is an Investment Advisor Representative at Archer Investment Corp. Kevin is registered with the state of Illinois and has been in the industry since June 2010. Kevin has passed the Series 65 exam and has experience in providing portfolio management for individuals, businesses, and investment companies. Kevin is also the sole proprietor of Kevin Costello, CPA, a business that provides accounting and bookkeeping services.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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IN
06/28/2010 - Present
Archer Investment Corp. (CARMEL IN)
IA
Issued 06/25/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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