Marvin Kiel, CFP

Phone: (636)733-2399 Ext 104
Fax: (636)733-0040
E-mail: mkiel@pinesfinancial.com

Marvin is a partner Pines Financial Group. He has been providing services since 1979 as a financial planning* consultant.

Financial Planning addresses all areas of concern from insurance to investment needs. Marvin’s clientele consists of business owners, professionals, corporate executives and individuals.

Background and Education

Business Management Degree, Murray State University, 1977
Investment Adviser Representative
Certified Financial Planner
LUTC Business Insurance and Estate Planning
LUTC Disability Income
LUTC Estate and Retirement Planning

Registrations

Marvin is Series 6, 7, 22 and 63 registered by the FINRA. He also carries the appropriate insurance license in many different states and is securities licensed in AZ, CA, FL, IL, KS, MO.

*Securities and investment advisory services offered by Royal Alliance Associates.

Partners of Pines Financial Group including Vincent Barreca are Registered Representatives of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, North Carolina, Ohio, Oklahoma, Tennessee, Texas, Virginia, and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.

Sam Culella, Anthony Culella and Marvin Kiel offer investment advisory services through Royal Alliance Associates, Inc. a registered investment advisor. Offering advisory services in the state of Missouri. As such, these services are strictly intended for individuals residing in Missouri.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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Marvin Kiel, CFP

Contact Info

Pines Financial Group