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|
|Long Term Care Insurance|
|Education Savings Plan|
|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. 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
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 INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY THE BANK
MAY GO DOWN IN VALUE