|Kevin Morkassel is a Financial Advisor for
First National Financial
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 of ICA, Kevin is able to provide the following products and services:|
|Brokerage Services (stocks, bonds, mutual funds, etc.)|
|Financial Needs Analysis|
|Long Term Care Insurance|
|Education Savings Plans|
|Business Succession Planning|
|Executive and Employee Benefit Plans|
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.
Kevin Morkassel, Financial Advisor
Located at The First National Bank in Carlyle
891 Fairfax St. Carlyle, IL 62231
For an appointment with Kevin, contact us today.
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with First National Bank in Carlyle or First National Financial Advisors. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.
NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY THE BANK
MAY GO DOWN IN VALUE
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
We are registered to offer securities in the following states: IL, KS, VA and CA