Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cassidy is a financial advisor with Osaic Wealth, Inc. based in Houston, Texas. Kevin is a Certified Financial Planner® professional. Kevin has over 5 years of experience in the financial services industry. Kevin is licensed to provide investment advice in the following states: Arizona, California, Colorado, Florida, Georgia, Idaho, Maine, Massachusetts, New Mexico, Ohio, Oklahoma, Pennsylvania, Texas, Virginia, and Washington. Kevin specializes in providing financial planning, investment management, and portfolio management services for individuals, businesses, and charitable organizations.
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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TX
09/01/2023 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
10/08/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
TX
04/02/2020 - 09/29/2020
AW SECURITIES (Houston TX)
TX
08/06/2018 - 04/03/2020
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
IA
Issued 08/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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