Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin O'Connell is a financial professional with over 20 years of experience in the financial services industry. He is currently registered with SEI Investments Distribution Co. in Oaks, Pennsylvania and holds a Series 7, Series 63, and SIE license. Kevin is committed to providing his clients with personalized financial advice and investment strategies. He is passionate about helping his clients 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.
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
PA
09/25/2015 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
09/13/2006 - 07/16/2013
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
08/15/2002 - 08/31/2005
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 12/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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