Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Edward Mahoney is a registered representative with Osaic Wealth, Inc. based in Costa Mesa, CA. Kevin has been in the financial services industry since February 2001 and has a strong background in securities and investment advice. Kevin has experience in working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kevin provides financial planning, portfolio management, and educational seminars to clients.
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
CA
06/06/2024 - Present
Osaic Wealth, Inc. (Costa Mesa CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Costa Mesa CA)
AZ
02/02/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 05/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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