Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Saia is a financial professional with over 30 years of experience in the industry. Kevin holds Series 7, 31 and 63 securities licenses, as well as a Series 65 Investment Advisor license. He has worked with Osaic Wealth, Inc., and S Squared Retirement Solutions LLC, and has held previous roles with Calton & Associates, Inc., J.P. Turner & Company, L.L.C., Oppenheimer & Co. Inc., Josephthal & Co., Inc., A.G. Edwards & Sons, Inc., Prudential Securities Incorporated, and Ryan, Beck & Co. Kevin is a Certified Financial Planner and has provided financial planning services to both individuals and businesses. He is also an independent insurance agent. Kevin has a passion for helping people achieve their financial goals, and he is dedicated to providing his clients with the highest quality 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.
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.
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2
NJ
10/11/2024 - Present
Osaic Wealth, Inc. (Manasquan NJ)
NJ
03/15/2013 - 10/17/2014
CALTON & ASSOCIATES, INC. (TEANECK NJ)
NJ
02/29/2008 - 03/22/2013
J.P. TURNER & COMPANY, L.L.C. (LEDGEWOOD NJ)
NJ
01/02/2002 - 02/29/2008
OPPENHEIMER & CO. INC. (FLORHAM PARK NJ)
NY
12/08/1999 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
MO
01/20/1997 - 11/22/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
10/18/1993 - 01/10/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/13/1993 - 10/26/1993
RYAN, BECK & CO. (FLORHAM PARK NJ)
IA
Issued 03/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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