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Kevin John O'Hare

Truist Securities, Inc.

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About Kevin John O'Hare

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.

Firm Information

Kevin O'Hare is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kevin O'Hare’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin John O'Hare.
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