Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Francis O'Grady is a registered Investment Advisor Representative with Mariner Independent. Kevin has been in the financial services industry since 2004. Kevin holds a Series 63 and Series 65 license. Kevin is a Partner at Ocean Heights Advisors, offering portfolio management services through the Mariner platform.
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.
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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CA
03/01/2022 - Present
Mariner Independent (Newport Beach CA)
IA
Issued 04/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2004
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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