Unclaimed
Kevin Royce Oarr is a financial advisor with over 30 years of experience in the industry. Kevin has a Series 3, 7, 63 and 65 licenses and is a registered representative of Quint Capital Corp. Kevin specializes in providing financial planning and portfolio management services for individuals. Kevin has been active in the financial industry since 1985 and has held previous positions at Oppenheimer & Co. Inc., Citigroup Global Markets Inc., Prudential Securities Incorporated and PaineWebber Incorporated. Kevin is also a life and health insurance agent.
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.
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.
1
2
CT
11/30/2017 - Present
Quint Capital Corp. (Greenwich CT)
CT
09/16/2008 - 01/18/2017
OPPENHEIMER & CO. INC. (STAMFORD CT)
NY
07/15/1993 - 10/01/2008
CITIGROUP GLOBAL MARKETS INC. (WHITE PLAINS NY)
NY
01/11/1991 - 07/20/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/21/1985 - 01/23/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 03/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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