Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Testa is a financial advisor with Osaic Wealth, Inc. with over 25 years of experience in the financial services industry. Kevin specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Kevin holds a Series 7 and Series 63 license. He is a Certified Financial Planner. He is also registered as a financial advisor in Arizona, Arkansas, Connecticut, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia and Washington. Kevin is committed to providing his clients with personalized financial advice and guidance.
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
PA
01/24/2025 - Present
Osaic Wealth, Inc. (CANONSBURG PA)
IN
04/24/2000 - 05/23/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
07/09/1999 - 05/01/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/09/1999 - 07/13/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
11/06/1998 - 03/08/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
08/04/1998 - 12/01/1998
SAGEMARK CONSULTING, INC.
PA
03/14/1997 - 12/01/1998
SAGEMARK CONSULTING, INC. (RADNOR PA)
IN
06/01/1998 - 11/03/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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