Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin O'Fee is a financial advisor with Edward Jones. Kevin has over 34 years of experience in the financial industry. Kevin holds multiple licenses and certifications, including Series 7, Series 63, Series 66, and Series 24. Kevin offers a wide range of financial services to individuals, families, and businesses, including financial planning, portfolio management, and retirement planning.
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.
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.
See schedule d - miscellaneous
1
2
FL
02/20/2024 - Present
Edward Jones (Marco Island FL)
RI
01/30/2012 - 09/05/2013
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
TX
11/23/2010 - 07/21/2011
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
PA
04/19/2007 - 06/02/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
05/17/2002 - 01/04/2007
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
NJ
03/12/1991 - 12/20/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/25/1988 - 12/20/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NY
10/22/1985 - 04/30/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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