Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Oday is a financial advisor at SPC in Mapleton, UT. Kevin has been working in the financial services industry since 1983. He specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and charitable organizations. Kevin is a Certified Financial Planner™ professional and holds the Series 7 and Series 63 licenses. Kevin previously worked at LINCOLN FINANCIAL SECURITIES CORPORATION and BNL SECURITIES INC. He has been with SPC since 2013.
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.
Consultation services
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.
Seminar attendance fees
1
2
UT
03/09/2021 - Present
SPC (Mapleton UT)
DE
06/22/1987 - 01/18/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (NEWARK DE)
NA
05/13/1983 - 06/29/1987
BNL SECURITIES INC.
NA
01/19/1983 - 05/13/1983
WESTERN RESERVE FINANCIAL SERVICES CORP
BC
Issued 07/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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