Not Actively Registered
Funds Used With Clients
Firm Client types
|Retirement Wealth Advisors||3 years, 6 months||Jan 2016 - Present|
|Global Financial Private Capital||2 years, 11 months||Feb 2013 - Jan 2016|
|Chamberlain Warden||6 years, 6 months||Jan 2013 - Present|
|Titan Advisory||1 year||Jan 2012 - Jan 2013|
|Walmart||1 year, 4 months||Aug 2010 - Dec 2011|
|Western Mich Univer||3 years, 3 months||Jan 2009 - Apr 2012|
Designations & Memberships
Articles and Answers
Insights by Kevin Pollack
AnswersAsk a financial questionAsk a question
|How much money do i have in my account?
Andres,In order to provide you with the answer to your question, I would need to know what type of account you are inquiring about, e.g. brokerage, IRA, 401k, etc… I am more than happy to help, just contact me directly via the envelope above, next to my name.If this is the answer you were looking ...  (more)
Answered May 2015
|How to I go about getting my financial status with my 401K?
Sandra,If you're inquiring about how to access your 401(k) account to see contributions, account values, etc. I recommend you speak to your Human Resources representative at your place of employment. Your HR rep will be able to direct you to your 401(k) Plan Administrator. From their, you can regis...  (more)
Answered Mar 2015
|I no longer work for the company and have funds in account. How can I get access to the account to roll into an IRA?
Anita,First off, let me say that I am happy you have the forethought to rollover your 401k into an IRA. In order to ensure you won’t have any surprises, like income tax and early withdrawal penalties; I recommend establishing a “Rollover IRA” prior to attempting to move the funds. In the meantime, ...  (more)
Answered May 2015