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Current Employers
Foundations Investment Advisors Llc

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2017-06-21
  • RI RA
    APPROVED
    Since 2017-06-21

Branch Locations

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

5 Division Street Suite A-113, East Greenwich, RI 02818 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kevin Skaltsis Warwick RI 03/2010 Present
True Financial East Greenwich RI 05/2012 Present
Brokers' Service Marketing Group Providence RI 04/2012 02/2022
Ash Brokerage Fort Wayne IN 05/2012 02/2022
Gwn Securities, Inc Palm Beach Gardens FL 03/2016 05/2017
Foundations Investment Advisors, Llc Phoenix AZ 06/2017 Present
Advisors' Academy Fort Lauderdale FL 12/2021 02/2022
Advisors Excel Topeka KS 02/2022 Present
Combined Benefits United Hallowell ME 03/2015 12/2021
  • 03/2010 → Present
    Kevin Skaltsis
    Warwick, RI
  • 05/2012 → Present
    True Financial
    East Greenwich, RI
  • 04/2012 → 02/2022
    Brokers' Service Marketing Group
    Providence, RI
  • 05/2012 → 02/2022
    Ash Brokerage
    Fort Wayne, IN
  • 03/2016 → 05/2017
    Palm Beach Gardens, FL
  • 06/2017 → Present
    Phoenix, AZ
  • 12/2021 → 02/2022
    Advisors' Academy
    Fort Lauderdale, FL
  • 02/2022 → Present
    Advisors Excel
    Topeka, KS
  • 03/2015 → 12/2021
    Combined Benefits United
    Hallowell, ME
Previous Registrations
  • 2016-03-24 → 2017-05-30
    Warwick, RI
    Warwick, RI
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
  • 2014-05-12 → 2016-03-23
    Foresters Equity Services, Inc.
    Warwick, RI
    Peabody, MA
  • 2012-03-27 → 2012-09-04
    Warwick, RI
    Charlotte, NC
  • 2008-09-16 → 2012-03-15
    Msi Financial Services, Inc.
    Warwick, RI
Other Businesses

1. KEVIN SKALTSIS: PROFESSIONAL FOOSBALL PLAYER, TEACH CLINICS FOR PLAYERS AT TOURNAMENTS FOR LESS THAN 1 HOUR PER MONTH SINCE 03/2010. I AM COMPENSATED BY FEES. 2. TRUE FINANCIAL; INVST RELATED; 5 DIVISION STREET, SUITE A-113, EAST GREENWICH, RI 02818; INSURANCE SALES/OWNER; 40 HOURS PER WEEK;STARTED 05/2012 3. BROKERS SERVICE MARKETING GROUP; INVST RELATED; 560 SOUTH MAIN ST, PROVIDENCE RI; INSURANCE BROKER FOR LIFE INSURANCE; 1 HOUR PER MONTH; STARTED 04/2012 4. ASH BROKERAGE;-INVST RELATED; INSURANCE; 1 HOURS PER MONTH; STARTED 05/2012 5. COMBINED BENEFITS UNITED; 89 WATER STREET HALLOWELL, ME 04347; OTHER; INVESTMENT RELATED, NON-SECURITIES; 1 HOURS PER MONTH START DATE: 9/2015; I USE THIS INSURANCE BROKERAGE FOR LIFE INSURANCE, DISABILITY INSURANCE, LTC INSURANCE, FIXED ANNUITIES AND EQUITY INDEXED ANNUITIES. 6. ADVISORS' ACADEMY; INVS'T RELATED; INSURANCE BROKERAGE FOR LIFE, DISABILITY, LTC, FIXED AND EQUITY INDEXED ANNUITIES; 6550 N Federal Hwy, Suite 500, Fort Lauderdale, FL 33308 130 HRS/MONTH; STARTED 12/2021 7. RENTAL PROPERTY; NOT INVESTMENT RELATED; 99 ATLANTIC AVE WARWICK, RI 02888; OWNER; RESIDENTIAL RENTAL PROPERTY; START DATE: 09/01/2022; 2 HRS/MONTH DEVOTED TO OTHER BUSINESS; 0 HRS/MONTH SPENT DURING SECURITIES TRADING HOURS; MAINTENANCE AND REPAIR OF RESIDENTIAL PROPERTY AND COLLECTING RENT. 8.WE CAN HELP YOU, INC.; INVESTMENT RELATED; 5 DIVISION ST. SUITE A113 EAST GREENWICH, RI 02818; NON PROFIT ORGANIZATION; VICE PRESIDENT AND DIRECTOR OF SOCIAL SECURITY EDUCATION; START DATE: 03/08/2021; 1-2 HRS DEVOTED TO OTHER BUSINESS; 0 HRS/MONTH SPENT DURING SECURITIES TRADING HOURS; EDUCATING INDIVIDUALS ABOUT MEDICARE AND SOCIAL SECURITY AS THEY BEGIN THEIR TRANSITION INTO RETIREMENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-09
  • S66 Uniform Combined State Law Examination
    2008-06-09
Designations
Other Names
  • Kevin E Skaltsis

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