Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cleary Sourk is a registered investment advisor representative with Osaic Wealth, Inc. Kevin has been in the securities industry since 2010. Kevin is licensed to provide investment advice in 27 states and the District of Columbia. Kevin is a registered representative with FINRA and a member of the Securities Industry and Financial Markets Association (SIFMA). Kevin has earned the Series 7 and Series 66 securities licenses. Kevin holds the SIE, Series 7, and Series 66 securities registrations.
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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VA
01/19/2024 - Present
Osaic Wealth, Inc. (RESTON VA)
VA
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RESTON VA)
VA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
VA
03/08/2013 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
DC
07/22/2010 - 03/05/2013
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED (WASHINGTON DC)
DC
04/02/2010 - 05/13/2010
WESTERN INTERNATIONAL SECURITIES, INC. (WASHINGTON DC DC)
BOTH
Issued 03/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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