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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 John Woodcheke is an investment advisor representative registered with Osaic Advisory Services, LLC. Kevin has been in the financial services industry since 2019. Osaic Advisory Services, LLC provides investment advisory services to individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $4.9 billion in assets. Kevin is also registered with TRIAD ADVISORS LLC, Goldman Sachs & Co. LLC, and other broker-dealers.
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
FL
10/04/2023 - Present
Osaic Advisory Services, LLC (Plantation FL)
FL
09/29/2023 - 08/23/2024
TRIAD ADVISORS LLC (Plantation FL)
FL
04/10/2019 - 11/03/2023
GOLDMAN SACHS & CO. LLC (MIAMI FL)
IA
Issued 03/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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