Unclaimed
Kevin Ohanlon is a financial professional with over 2 years of experience in the industry. Kevin is currently registered with Range Advisory, LLC. and has been with the firm since January 2025. Before joining Range Advisory, LLC. Kevin was employed by Morgan Stanley. Kevin is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Kevin holds the Series 66, Series 7TO, and SIE licenses. Kevin also has a Certified Financial Planner (CFP) designation. Kevin is a dedicated financial professional who is committed to providing his clients with the highest level of service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Membership dues
1
2
VA
02/09/2025 - Present
Range Advisory, LLC (MCLEAN VA)
NY
09/09/2021 - 09/23/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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