Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Osborn is a registered representative with Wells Fargo Clearing Services, LLC. Kevin is a licensed Investment Advisor Representative with the state of Missouri. Kevin is also a registered representative with the state of Missouri. Kevin Osborn holds a Series 63, Series 66, Series 7TO, Series 9 and Series 10 license. Kevin Osborn has been in the financial services industry since 2022. Kevin Osborn's office is located in ST. LOUIS, MO. The office is located at ONE N JEFFERSON AVE, ST. LOUIS, MO, 63103. Kevin Osborn is a registered representative with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Kevin Osborn specializes in the following areas: retirement planning, education planning, estate planning, insurance, and mutual funds.
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.
Investment consulting services to institutional clients
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.
1
2
MO
05/14/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
BOTH
Issued 04/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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