Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Ownby is a financial advisor registered with Osaic Wealth, Inc. Kevin has been in the industry since May 1997 and holds FINRA Series 6, Series 63, and SIE licenses. Kevin has worked with a variety of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Prior to Osaic Wealth, Inc., Kevin worked at Securities America, Inc. and Securities Service Network, LLC. Kevin is registered with the State of Ohio and Tennessee. Kevin specializes in financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.
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
TN
06/14/2024 - Present
Osaic Wealth, Inc. (SEVIERVILLE TN)
TN
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SEVIERVILLE TN)
TN
08/14/2002 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (SEVIERVILLE TN)
MA
05/28/1997 - 08/13/2002
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 07/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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