Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Woehler is a registered investment advisor representative with PKS Advisory Services, LLC. Kevin has been in the securities industry since 2001. Kevin works with a variety of clients, including high-net-worth individuals and corporations. Kevin provides financial planning, pension consulting, and portfolio management services. Kevin holds Series 6, 7, 63, and 66 licenses. Kevin also holds the Securities Industry Essentials (SIE) exam designation. Prior to joining PKS Advisory Services, LLC, Kevin worked at Michigan Securities, Inc. and New England 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.
Guidance on pension options to ensure a secure financial future.
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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NY
01/12/2024 - Present
PKS Advisory Services, LLC (ALBANY NY)
MI
09/01/2004 - 07/14/2020
MICHIGAN SECURITIES, INC. (Mt. Clemens MI)
NY
10/31/2001 - 08/31/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 12/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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