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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 Frawley O'Connor is a financial advisor with Cadaret, Grant & CO., Inc. Kevin has been in the industry since June 1995 and is registered in 14 states, including New York, Texas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Nevada, Pennsylvania, South Carolina. Kevin is a Series 6, Series 63 and SIE licensed financial advisor. Kevin provides financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Kevin is also a president/owner of Buffalo Brokerage Pension Services and is involved in insurance sales. Kevin's current firm, Cadaret, Grant & CO., Inc. is based in Syracuse, NY and has over 5,685 clients. The firm has a strong focus on portfolio management for individuals and businesses.
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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NY
12/09/2024 - Present
Cadaret, Grant & CO., Inc. (WILLIAMSVILLE NY)
IL
09/26/1995 - 12/31/2004
PMG SECURITIES CORPORATION (ELGIN IL)
SC
06/29/1995 - 10/03/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 02/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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