Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Brown is a financial professional with over 20 years of experience in the industry. Kevin is currently registered with Osaic Wealth, Inc. in Charleston, SC and has previously worked with various firms including Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Kevin is a Series 6, 7, 63 and 65 licensed advisor and offers services such as financial planning, portfolio management, and investment advisory services.
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
SC
11/02/2018 - Present
Osaic Wealth, Inc. (CHARLESTON SC)
SC
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CHARLESTON SC)
SC
07/13/2012 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CHARLESTON SC)
PA
05/18/2009 - 06/27/2012
INVESTORS CAPITAL CORP. (HORSHAM PA)
PA
12/19/2007 - 05/15/2009
CAPITAL ANALYSTS, INCORPORATED (HORSHAM PA)
OH
02/05/2007 - 12/07/2007
ADVISER DEALER SERVICES, INC. (DUBLIN OH)
MD
02/02/2001 - 02/23/2005
M&T SECURITIES, INC. (BALTIMORE MD)
PA
04/13/1999 - 07/18/2000
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
06/24/1996 - 06/30/1997
BHCM INC. (HOUSTON TX)
MA
02/08/1995 - 04/15/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/08/1995 - 04/15/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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