Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Mckinley Osborne is a financial advisor with First Citizens Investor Services, Inc. based in Tampa, Florida. Kevin has over 15 years of experience in the financial industry. He is a registered investment advisor with FINRA and holds the Series 6, 7TO, 26, 63 and 66 licenses. Kevin specializes in financial planning, portfolio management, and selection of other advisors. Kevin has worked with a variety of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/06/2023 - Present
First Citizens Investor Services, Inc. (Tampa FL)
FL
07/09/2007 - 04/09/2013
SUNTRUST INVESTMENT SERVICES, INC. (BRADENTON FL)
FL
06/06/2001 - 01/05/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SARASOTA FL)
BOTH
Issued 09/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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