Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Donnelly is a financial advisor with Osaic Wealth, Inc., a firm with approximately $94 billion in assets under management. Kevin has been in the financial services industry since 1998 and holds the Series 6 and Series 63 licenses. Kevin provides financial planning, portfolio management, and pension consulting services to individuals, corporations, 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.
1
2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
NJ
01/05/2016 - 07/17/2020
INVESTACORP, INC. (CRANFORD NJ)
NJ
10/24/2005 - 12/31/2015
NFP ADVISOR SERVICES, LLC (CRANFORD NJ)
CO
05/14/1999 - 10/25/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
06/19/1996 - 12/31/1996
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CT
11/10/1993 - 06/25/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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