Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Fitzgerald is a financial advisor with Osaic Wealth, Inc., a firm that manages over $94 billion in assets. Kevin has been in the industry since 1988. Kevin is registered with the state of California and Texas. Kevin has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Kevin can provide a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
1
2
CA
09/30/2024 - Present
Osaic Wealth, Inc. (CAMPBELL CA)
CA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CAMPBELL CA)
CA
08/27/2009 - 07/17/2020
INVESTACORP, INC. (CAMPBELL CA)
CA
06/26/2007 - 06/26/2009
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (SAN JOSE CA)
CA
08/08/2006 - 06/26/2007
BROOKSTREET SECURITIES CORPORATION (SAN JOSE CA)
CA
04/11/2000 - 08/02/2006
CENTAURUS FINANCIAL, INC. (SAN JOSE CA)
NY
12/03/1987 - 04/24/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/03/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 06/23/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Fitzgerald is the right advisor for you? Invested Better is here to help.
