Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Glen Ward is a financial advisor who is licensed in multiple states. Kevin has been in the industry since 2016 and is currently registered with Osaic Advisory Services, LLC. Kevin has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Kevin is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
CO
01/05/2024 - Present
Osaic Advisory Services, LLC (LIttleton CO)
CO
01/05/2024 - 08/23/2024
TRIAD ADVISORS LLC (Denver CO)
CO
09/08/2022 - 01/09/2024
CETERA ADVISORS LLC (Englewood CO)
CO
07/11/2017 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Englewood CO)
CO
03/18/2016 - 07/12/2017
INDEPENDENT FINANCIAL GROUP, LLC (Englewood CO)
BOTH
Issued 10/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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