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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Henley is a financial advisor with over 35 years of experience in the industry. Kevin is currently registered with Osaic Wealth, Inc. in Pennsylvania and Texas. Kevin has a strong background in financial planning, investment management, and retirement planning. He holds the Series 6, 7, 24, 26, 63, and 65 licenses, as well as the SIE designation. Kevin is also a Certified Financial Planner.
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
09/01/2023 - Present
Osaic Wealth, Inc. (READING PA)
PA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (READING PA)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
08/06/1990 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
GA
08/24/1987 - 08/16/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 03/08/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/18/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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