Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Harold Dempsey is a financial advisor with over 30 years of experience in the industry. Kevin has been with Osaic Wealth, Inc. since October 2024, and has a wide range of experience, having previously been a registered representative at Cadaret, Grant & Co., Inc. and Lesko Securities Inc. Kevin has a deep understanding of the financial markets and has a proven track record of success. He is committed to providing his clients with personalized financial advice and guidance. Kevin is registered with the Securities and Exchange Commission as an investment advisor representative, and is also registered in 26 states as a broker-dealer.
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
FL
10/11/2024 - Present
Osaic Wealth, Inc. (Ponte Vedra Beach FL)
NY
04/29/1994 - 12/23/2020
CADARET, GRANT & CO., INC. (VESTAL NY)
NY
03/11/1992 - 05/16/1994
LESKO SECURITIES INC. (VESTAL NY)
BOTH
Issued 11/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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