Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick O'Regan is a financial professional with over 13 years of experience in the industry. Kevin is currently registered with Kayne Anderson Rudnick Investment Management, LLC in California, Massachusetts, New York, and Rhode Island. Kevin has also worked for firms such as Blackstone Advisory Partners L.P., NGAM Distribution, L.P., Quasar Distributors, LLC, and John Hancock Funds, LLC. Kevin holds the Series 6, 7, 63, 66, 79, and SIE licenses. Kevin is a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/09/2020 - Present
Kayne Anderson Rudnick Investment Management, LLC (LOS ANGELES CA)
MA
01/19/2017 - 04/01/2019
BLACKSTONE ADVISORY PARTNERS L.P. (BOSTON MA)
MA
04/13/2015 - 12/20/2016
NGAM DISTRIBUTION, L.P. (BOSTON MA)
ME
03/20/2014 - 04/07/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MA
06/15/2007 - 02/11/2014
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
BOTH
Issued 11/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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