Kalen Pokley (CRD# 7181264) is an Investment Advisor Representative working at Fairway Investment Group, LLC in Sebewaing, MI and has over 4 years of experience in the finance industry.
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 2274421
Raymond James Financial Services Advisors, Inc.
CRD# 2231647
Prudential Financial Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Fairway Investment Group, LLC | East Lansing, MI | Dec 2021 - Current | 2 |
Paradigm Equities, Inc. | East Lansing, MI | Sep 2019 - Current | 4 |
Bad Axe Public Schools | Bad Axe, MI | Aug 2016 - Current | 7 |
Caseville Public Schools | Caseville, MI | Sep 2013 - Aug 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- MI
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts523ACCOUNTS
-
Average Account Value$97,514
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MI
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