Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Marshall is a financial advisor registered with Osaic Wealth, Inc. Kevin has been in the financial industry since 1999 and has a strong background in investments and financial planning. Kevin is licensed in several states and holds a variety of industry certifications including Series 7, Series 6, Series 63, Series 66, Series 24 and Series 26. Kevin specializes in providing financial advice to individuals, families, businesses, and charitable organizations. He is committed to helping clients achieve their financial goals. Kevin has worked at several firms including Transamerica Financial Advisors, Inc., Signator Investors, Inc., and Woodbury Financial Services, Inc.
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
OR
09/30/2024 - Present
Osaic Wealth, Inc. (SHERWOOD OR)
OR
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (TIGARD OR)
OR
10/08/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (TIGARD OR)
MN
06/01/1999 - 09/25/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 12/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/25/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Marshall is the right advisor for you? Invested Better is here to help.
