Kervin Simmons Financial Services
Responds in about 43 min
Hired 2 times
Serves Houston, TX
5 years in business
Customers rated this pro highly for professionalism, work quality, and value.
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License Type: Broker (Securities) (TX)
License verified on 12/8/2021
- What should the customer know about your pricing (e.g., discounts, fees)?
Meetings or Consultations are 100% free. The only cost associated with working with me would be fees for certain accounts/services.
- What is your typical process for working with a new customer?
My process starts with getting to know my customers and discovering what is important to them. I ask questions that allows me to see what their goals are, and what are they currently doing to accomplish those goal. From there, I am able to provide recommendations that are tailored to their specific needs.
- What education and/or training do you have that relates to your work?
Master's Degree From Texas A&M University Northwestern Mutual Training Life Insurance Licensed SIE, Series 6, Series 63 investment license Annuities Licensed