Unclaimed
Kevin Odis Stinnett is an active Registered Investment Advisor and Broker-Dealer in Kentucky. Kevin has been in the financial services industry since August 20, 1996 and is currently affiliated with Osaic Wealth, Inc. Prior to joining Osaic Wealth, Kevin worked with Jefferson-Pilot Investor Services, Inc. and Pruco Securities Corporation. Kevin offers financial planning, educational seminars, and portfolio management for both businesses and individuals.
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
KY
01/24/2025 - Present
Osaic Wealth, Inc. (Lexington KY)
IN
08/01/1997 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NJ
08/21/1996 - 08/01/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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