Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kimmel is an investment advisor representative with Osaic Wealth, Inc. in Scottsdale, AZ. Kevin has been in the securities industry for over eight years. Kevin has passed the Series 6, Series 7, and Series 63 exams. Kevin specializes in investment planning, portfolio management, and pension consulting. Kevin has a strong background in working with high net worth individuals, corporations and charitable organizations.
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.
1
2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
08/11/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
WI
08/25/2020 - 05/25/2022
FARMERS FINANCIAL SOLUTIONS, LLC (Milwaukee WI)
WI
06/27/2017 - 10/21/2019
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
AZ
05/07/2015 - 01/25/2017
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 05/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Kimmel is the right advisor for you? Invested Better is here to help.
