Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Henderson is a financial advisor at Osaic Wealth, Inc. Kevin is a registered investment advisor with a wide range of experience in the financial industry. Kevin holds licenses in multiple states and has a strong track record of providing financial advice to individuals, families, and businesses.
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
NY
04/15/2008 - Present
Osaic Wealth, Inc. (FAIRPORT NY)
MA
01/04/1989 - 09/24/1998
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
NY
09/07/1995 - 03/18/1997
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
02/08/1989 - 10/06/1995
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 10/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Henderson is the right advisor for you? Invested Better is here to help.
