Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Corrigan is an investment advisor representative with Osaic Wealth, Inc. based in Torrance, California. Kevin has been in the financial industry since 1989. Kevin holds Series 6, 7, 24, 26, 63 and 66 securities licenses. Kevin offers financial planning, portfolio management, and other financial services to individual and business clients. Kevin provides educational seminars and helps select other advisors for clients as well.
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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2
AZ
08/16/2024 - Present
Osaic Wealth, Inc. (PHOENIX AZ)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Torrance CA)
CA
08/02/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ROSEVILLE CA)
CA
09/02/1994 - 07/25/2012
WOODBURY FINANCIAL SERVICES, INC. (ROSEVILLE CA)
GA
03/07/1994 - 09/13/1994
WMA SECURITIES, INC. (DULUTH GA)
MA
07/29/1991 - 03/10/1994
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
MA
05/31/1989 - 05/23/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 12/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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