Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Durkin is a financial advisor at Osaic Wealth, Inc. Kevin has been in the financial industry for over 20 years. He has extensive experience in investment advising and financial planning, including portfolio management for individuals and businesses, pension consulting, and financial education. Kevin is committed to 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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (Valencia CA)
CA
10/27/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Valencia CA)
CA
06/01/2012 - 09/18/2017
LINCOLN INVESTMENT (VALENCIA CA)
CA
01/05/2005 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (VALENCIA CA)
CO
10/21/2002 - 12/20/2002
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
12/04/2000 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
NY
10/05/2000 - 10/07/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 04/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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