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 Riley is a financial professional with over 28 years of experience in the financial services industry. Kevin is currently registered with Oneamerica Securities, Inc. Kevin has worked for several other firms throughout his career, including Capital Brokerage Corporation, ProEquities, Inc., Invest Financial Corporation, Templeton Funds Distributor, Inc., and FISCO Equity, Inc. Kevin has a wide range of experience in financial planning, portfolio management, and pension consulting. Kevin is committed to providing his clients with personalized financial advice and guidance.
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
IN
09/01/2016 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
VA
06/26/2006 - 03/04/2016
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
AL
01/11/2000 - 06/29/2006
PROEQUITIES, INC. (BIRMINGHAM AL)
WI
12/22/1992 - 08/20/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
09/04/1990 - 12/24/1992
TEMPLETON FUNDS DISTRIBUTOR, INC. (ST. PETERSBURG FL)
RI
01/11/1990 - 04/09/1990
FISCO EQUITY, INC. (LINCOLN RI)
NA
04/30/1987 - 09/26/1988
PAMCO SECURITIES AND INSURANCE SERVICES
IA
Issued 06/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1990
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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