Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kneip is an investment advisor representative at Osaic Wealth, Inc. Kevin has been in the financial industry since 1984 and has experience with a variety of financial products and services. Kevin is a Chartered Financial Consultant and has a Series 6, 7, 22, 24, and 63 licenses. Kevin is registered to provide investment advisory services in Arizona, California, Colorado, Florida, Indiana, Iowa, Kentucky, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Washington, and West Virginia. Kevin also has previous experience with Signator Investors, Inc., Park Avenue Securities LLC, Walnut Street Securities, Inc., and NYLIFE Securities Inc.
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
MI
01/17/2020 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
MI
06/24/2005 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
NY
06/17/2003 - 06/22/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
CA
10/31/2000 - 04/08/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
08/15/1983 - 08/08/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 01/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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