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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 at Osaic Wealth, Inc., located in Fort Mill, SC. Kevin has been in the financial industry since 2005 and has a wide range of experience in both investment advisory and brokerage services. Kevin holds Series 6, 7, 63, and 65 licenses and is registered with the state of South Carolina. Kevin has a strong background in investment advisory and financial planning, with experience providing services to individuals, corporations, and charitable organizations. Prior to joining Osaic Wealth, Inc., Kevin was an Investment Advisor Representative at Securities America Advisors, located in Fort Mill, SC. He also has experience with MML Investors Services, LLC and Signator Investors, Inc. Kevin's dedication to providing exceptional client service and his commitment to building long-term relationships have earned him the trust and confidence of his clients.
Fort Mill, SC
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 2/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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