Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin L. Cascarelli is a financial advisor at Osaic Wealth, Inc. He has been in the industry since 1992 and is registered with both FINRA and the SEC. Kevin L. Cascarelli provides a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Kevin L. Cascarelli specializes in working with individuals, businesses, and institutions. He has a strong track record of success in helping 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.
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
TX
03/01/2007 - Present
Osaic Wealth, Inc. (SPRING TX)
TX
01/10/2006 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (HOUSTON TX)
TX
04/01/2005 - 01/06/2006
AMEGY INVESTMENTS, INC. (HOUSTON TX)
TX
04/17/1997 - 04/01/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
VA
08/12/1996 - 04/14/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
CO
05/08/1996 - 07/23/1996
THE LEADERS GROUP, INC. (LITTLETON CO)
TX
03/09/1994 - 04/16/1996
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
AZ
08/23/1993 - 12/31/1993
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
MA
02/24/1992 - 08/13/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/24/1992 - 08/13/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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