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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 Gerard O'Callahan is a financial advisor with Fidelity Personal and Workplace Advisors. Kevin has been in the financial services industry since 2021. Kevin is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Virginia, Washington and Wisconsin. Kevin holds the following licenses: Series 63, Series 65, Series 7TO, Series 6TO, and Series 9. Kevin has also earned the Certified Financial Planner designation.
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.
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
MA
05/27/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
07/14/2021 - 03/25/2022
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 10/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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