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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lanahan is a financial advisor currently registered with Osaic Wealth, Inc. Kevin has been in the industry since 1987 and is licensed to provide services in various states. Kevin's prior experience includes time spent with Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and MONY Securities Corp. Kevin is a Series 65, Series 63, Series 51, Series 24, and Series 7 licensed advisor and offers a range of financial services including financial planning, pension consulting, and portfolio management. Kevin is also an active board member of the Mendham Area Senior Housing Board.
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
NJ
07/19/2023 - Present
Osaic Wealth, Inc. (MORRISTOWN NJ)
NJ
02/13/1996 - 11/02/2018
SIGNATOR INVESTORS, INC. (MORRISTOWN NJ)
MA
02/13/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
09/22/1987 - 02/14/1996
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 11/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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