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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Tatar is an active investment advisor representative with Osaic FA, Inc. Kevin has been in the financial services industry since August 2003. Kevin is a registered investment advisor representative in the state of Pennsylvania. Kevin has licenses for Series 6, 7, 63, and 65 securities exams, as well as the Securities Industry Essentials (SIE) exam. Kevin is also licensed to sell fixed insurance products, such as fixed and indexed annuities, SPIA, long-term care, and traditional life insurance, outside of the advisory business. Kevin is a licensed advisor in 8 states: California, Florida, Ohio, Pennsylvania, South Carolina, Tennessee, and West Virginia.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/15/2013 - Present
Osaic FA, Inc. (SEWICKLEY PA)
IN
08/18/2003 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 03/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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