Main Bank
618-594-2491
Carlyle
618-594-3741
Aviston
618-228-9100

Investments

Kevin Morkassel is our Investment Advisor for First National Financial Advisors. Our goal with this relationship is to provide you with value added financial services.

Together we strive to establish trusting relationships with individuals, families and businesses to help them set and achieve their financial goals.

Kevin will start by listening to your concerns and help identify alternative solutions. The end result is a strategy that works for you specifically. As an Investment Advisor Representative, Kevin is able to provide the following products and services:

  Brokerage Services (stocks, bonds, mutual funds, etc.)
  Financial Needs Analysis
  Annuities
  Life Insurance
  Long Term Care Insurance
  Education Savings Plan
  Business Succession Planning
  Executive and Employee Benefit Plans
  Estate Planning
  College Planning
  Advisory Solutions

We are excited about this relationship and the opportunity to work together to make a difference in the lives of the individuals who we support and who also support us. Taking steps to plan for tomorrow creates a win - win for everyone!

Kevin Morkassel, Investment Advisor
Located at The First National Bank in Carlyle
891 Fairfax St. Carlyle, IL 62231
(618)594-2491, ext. 130
kmorkassel@1nbcarlyle.com
For an appointment with Kevin, contact us today.
 

Securities, advisory services and insurance products are offered through Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, and affiliated insurance agencies. Insurance products and securities are not FDIC insured, have no bank guarantee and may lose value.

IMPORTANT CONSUMER INFORMATION: Kevin Morkassel may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Kevin Morkassel that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of Kevin Morkassel, or any financial institution he represents, contact your state securities law administrator.

 

  • NOT A DEPOSIT

  • NOT FDIC-INSURED

  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

  • NOT GUARANTEED BY THE BANK

  • MAY GO DOWN IN VALUE



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