Unclaimed
Kevin Patrick Roush is a financial advisor associated with U.S. Bancorp Investments, Inc. Kevin has been in the financial services industry since November 2019. Kevin is registered with the state of Ohio and holds the Series 63, Series 6TO, and SIE licenses. Kevin specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
11/22/2019 - Present
U.s. Bancorp Investments, Inc. (Worthington OH)
BC
Issued 03/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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