Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McDermott is an active advisor with over 30 years of experience in the financial services industry. Kevin is currently registered with Osaic Wealth, Inc. in both Pennsylvania and Texas and is a member of FINRA. Kevin has held prior registration with CUSO Financial Services, L.P., CUNA Brokerage Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Kevin is a licensed securities professional holding both Series 6 and Series 7 licenses. Kevin also holds the Series 63 and Series 66 licenses. Kevin provides a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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
PA
01/24/2025 - Present
Osaic Wealth, Inc. (EXTON PA)
PA
05/02/2005 - 11/08/2017
CUSO FINANCIAL SERVICES, L.P. (WEST CHESTER PA)
IA
05/03/1991 - 05/05/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
07/27/1989 - 08/23/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/27/1989 - 08/23/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 02/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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