Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Colby Harvel is a financial advisor with Osaic Wealth, Inc. located in Fort Mill, South Carolina. Kevin has been in the financial services industry since August 2005. Kevin holds the Series 6, 7, 63, and 65 licenses and specializes in financial planning and wealth management. Kevin has a wealth of experience in providing a wide range of financial services to clients including individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Kevin also has experience in insurance product sales.
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.
1
2
SC
06/14/2024 - Present
Osaic Wealth, Inc. (Fort Mill SC)
SC
02/10/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Fort Mill SC)
NC
03/01/2012 - 02/18/2016
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
08/03/2005 - 02/27/2012
SIGNATOR INVESTORS, INC. (CHARLOTTE NC)
IA
Issued 02/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Harvel is the right advisor for you? Invested Better is here to help.
