Beverly KafkasCRD Number: 3151314
Current Firm: Foresters Equity Services, Inc.
Beverly Kafkas (CRD# 3151314) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Gorham, ME and has over 19 years of experience in the finance industry.
F L Putnam Investment Management Company
Saltwater Harbor Financial LLC
Cuna Brokerage Services, Inc.
|Foresters Equity Services, Inc.||Gorham, ME||Sep 2011 - Current||6|
|Mml Investors Services, Inc.||Gorham, ME||Nov 1998 - Jun 2011||12|
|Massmutual Life Insurance Company||Gorham, ME||Dec 1997 - Jun 2011||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV