Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Darrell Oconnell is a financial advisor who has been in the industry since March 15, 2009. Kevin is currently registered with LPL Financial LLC. Prior to joining LPL Financial LLC, Kevin was employed with Waddell & Reed. Kevin has a strong background in financial planning and portfolio management and is committed to helping clients achieve their financial goals. Kevin specializes in providing investment advisory services to individuals, corporations, and other entities. Kevin is dedicated to building long-term relationships with clients and providing them with personalized financial advice.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MT
07/21/2021 - Present
LPL Financial LLC (GREAT FALLS MT)
MT
01/07/2020 - 07/21/2021
WADDELL & REED (HAVRE MT)
MT
01/15/2019 - 06/19/2019
D.A. DAVIDSON & CO. (GREAT FALLS MT)
MT
10/08/2010 - 12/10/2018
WADDELL & REED (GREAT FALLS MT)
IA
05/15/1997 - 03/29/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
12/11/1996 - 04/09/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
BOTH
Issued 10/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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