Unclaimed
Kevin O'Hare is a financial professional with over 14 years of experience in the securities industry. Kevin is currently registered with Truist Securities, Inc. and holds FINRA Series 63, 66, 7, 79 and SIE licenses. Kevin has previously worked at Goldman Sachs & Co. LLC and Credit Suisse Securities (USA) LLC in Chicago.
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.
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.
1
2
IL
03/06/2023 - Present
Truist Securities, Inc. (CHICAGO IL)
IL
02/26/2018 - 12/19/2022
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
IL
08/14/2012 - 02/02/2018
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
OH
08/06/2004 - 11/08/2007
A. G. EDWARDS & SONS, INC. (MENTOR OH)
BC
Issued 04/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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