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'Leary is a financial advisor with Lincoln Investment, a firm that has been serving clients since 1982. Kevin has been in the financial services industry since 2002. Kevin has experience in various areas including Financial Planning, Portfolio Management for Businesses and Individuals and Selection of Other Advisors. Kevin holds several industry licenses including Series 65, Series 66, Series 24, Series 31 and Series 7.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
08/24/2022 - Present
Lincoln Investment (Fort Washington PA)
CO
04/14/2009 - 07/18/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
MA
12/15/2008 - 03/16/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
06/09/2008 - 12/31/2008
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
03/19/2007 - 06/09/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NJ
09/20/2002 - 09/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/09/2001 - 08/28/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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