Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin O'Connor is a financial advisor registered with Edward Jones. Kevin has been in the financial services industry since 1989 and has held registrations with several other firms, including Wells Fargo Securities, LLC and Wells Fargo Brokerage Services, L.L.C. Kevin is currently licensed as a Registered Representative and Investment Advisor Representative in the state of Colorado and Texas. Kevin has specialized in financial planning, pension consulting and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
CO
01/15/2019 - Present
Edward Jones (LITTLETON CO)
CO
11/06/2009 - 04/21/2010
WELLS FARGO SECURITIES, LLC (DENVER CO)
CO
09/06/1990 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (DENVER CO)
IL
10/27/1989 - 08/17/1990
FIRST CHICAGO CAPITAL MARKETS, INC. (CHICAGO IL)
BOTH
Issued 05/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/19/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1986
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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