Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin David Buckley is a financial advisor with over 20 years of experience in the industry. Kevin Buckley is currently registered with World Investment Advisors, LLC and is licensed to provide investment advice in Pennsylvania and Texas. Kevin Buckley has a background in retirement plan administration and investment advisory services, and holds a Series 6, Series 63, and Series 65 licenses. Kevin Buckley is also a registered representative with World Investment Advisors, LLC and can provide securities services in Pennsylvania, Arizona, Ohio, Utah, and West Virginia.
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
PA
10/27/2022 - Present
World Investment Advisors, LLC (WEXFORD PA)
PA
09/15/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Wexford PA)
PA
06/30/2014 - 09/24/2015
LPL FINANCIAL LLC (WEXFORD PA)
PA
04/01/2004 - 07/02/2014
NFP SECURITIES, INC. (WEXFORD PA)
PA
02/17/1999 - 09/29/2003
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 11/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Buckley is the right advisor for you? Invested Better is here to help.
