Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin James Abrams is a financial professional with Osaic Institutions, Inc. Kevin has a strong background in the financial services industry, with over 20 years of experience. Kevin is registered with FINRA and is a Series 28 licensed principal. Kevin works with a diverse range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Kevin offers a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
06/18/2021 - Present
Osaic Institutions, Inc. (MERIDEN CT)
BC
Issued 06/18/2021
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
Active
Inactive
F
FINRA
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