Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Callagy is a financial advisor registered with LPL Financial LLC in Tampa, FL. Kevin has been in the industry since 1998 and has held prior positions with Ameriprise Financial Services, LLC, SunTrust Investment Services, Inc., GunnAllen Financial, Inc, SAFECO INVESTMENT SERVICES, INC., LINSCO/PRIVATE LEDGER CORP., INTERSECURITIES, INC., FFP SECURITIES, INC., and WMA SECURITIES, INC. Kevin is licensed in Florida and New York and holds the following licenses: Series 7, Series 6, Series 63, Series 66, and Series 26.
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
FL
01/02/2025 - Present
LPL Financial LLC (TAMPA FL)
FL
06/23/2017 - 02/23/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Clearwater FL)
FL
08/01/2008 - 06/26/2017
SUNTRUST INVESTMENT SERVICES, INC. (TEMPLE TERRACE FL)
FL
11/21/2003 - 08/12/2008
GUNNALLEN FINANCIAL, INC (TAMPA FL)
MA
06/13/2003 - 10/15/2003
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
SC
04/11/2002 - 12/18/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
04/28/1999 - 04/12/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MO
07/06/1998 - 04/06/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
GA
03/11/1998 - 07/13/1998
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 03/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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