Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin O'Connor is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Perrysburg, Ohio. Kevin has been in the financial services industry since 2010. Kevin holds the Series 7 and Series 66 securities licenses as well as the SIE exam. Kevin's previous experience includes working as an independent insurance agent and a Lyft driver. In addition to working with Cambridge Investment Research Advisors, Inc., Kevin also works with Butler Capital Advisors as an IAR.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
05/18/2022 - Present
Cambridge Investment Research Advisors, Inc. (Perrysburg OH)
MI
08/11/2014 - 10/15/2018
INDEPENDENCE CAPITAL CO., INC. (WARREN MI)
MI
05/26/2011 - 09/05/2012
AXA ADVISORS, LLC (TROY MI)
MI
07/26/2010 - 10/11/2010
AXA ADVISORS, LLC (TROY MI)
BOTH
Issued 05/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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