Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ogrady is a financial advisor with LPL Financial LLC. Kevin has been in the financial industry since 1986 and has been registered with LPL Financial LLC since 2019. Prior to joining LPL Financial LLC, Kevin was an advisor with FSC Securities Corporation from 1999 to 2019. Kevin specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
01/21/2025 - Present
LPL Financial LLC (PITTSFORD NY)
NY
01/28/1999 - 12/07/2019
FSC SECURITIES CORPORATION (PITTSFORD NY)
IN
06/01/1998 - 02/23/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
07/30/1990 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
01/15/1988 - 09/13/1991
MONMOUTH INVESTMENTS, INC.
NY
05/19/1989 - 07/27/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/05/1989 - 05/20/1989
OAK HILL SECURITIES, INC.
NA
12/23/1986 - 02/04/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 01/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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