Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Harback is a financial advisor with Osaic Wealth, Inc. in Colfax, California. Kevin has been working in the financial industry since April 2012. Kevin is a registered representative with FINRA and Series 66 licensed. He is also a registered investment advisor in California. Kevin's previous affiliations include Securities America, Inc., LPL Financial LLC, and National Planning Corporation. Kevin provides financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (COLFAX CA)
CA
04/20/2018 - 06/14/2024
SECURITIES AMERICA, INC. (COLFAX CA)
CA
11/29/2017 - 04/30/2018
LPL FINANCIAL LLC (GRASS VALLEY CA)
CA
05/15/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (GRASSVALLEY CA)
CA
04/11/2012 - 05/16/2012
1ST GLOBAL CAPITAL CORP. (ROSEVILLE CA)
BOTH
Issued 03/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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