Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Moree is a financial professional with over 39 years of experience in the industry. He is currently registered as an Investment Advisor Representative with Osaic Wealth, Inc. and is based in Stuart, Florida. Kevin has previously worked with LPL Financial LLC, Woodbury Financial Services, Inc., Mutual Service Corporation, Great Western Financial Securities Corporation, and Cigna Securities, Inc. Kevin holds multiple securities licenses, including Series 7, 22, 24 and 63. He specializes in providing financial planning, portfolio management, and pension consulting to individuals, businesses, and charitable organizations. Kevin is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
FL
01/19/2024 - Present
Osaic Wealth, Inc. (STUART FL)
FL
02/15/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (STUART FL)
FL
09/08/2009 - 03/16/2018
LPL FINANCIAL LLC (VERO BEACH FL)
NC
10/06/1995 - 09/08/2009
MUTUAL SERVICE CORPORATION (ASHEVILLE NC)
CA
01/06/1992 - 09/29/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MA
03/31/1989 - 01/02/1992
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
01/29/1986 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION (NORTH PALM BEACH FL)
NA
05/16/1984 - 11/13/1985
CIGNA SECURITIES, INC.
BC
Issued 05/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/15/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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