Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Taylor is a financial advisor with over 18 years of experience in the industry. Kevin is currently registered with Osaic Wealth, Inc. in Radnor, PA. Kevin has previously worked with Securities America, Inc., Investcorp, Inc., NFP Advisor Services, LLC, and Phoenix Equity Planning Corporation. Kevin holds a Series 6 and Series 63 license and has taken the SIE exam. Kevin's specialties include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (RADNOR PA)
PA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (RADNOR PA)
PA
01/05/2016 - 07/17/2020
INVESTACORP, INC. (KING OF PRUSSIA PA)
PA
05/21/2009 - 12/31/2015
NFP ADVISOR SERVICES, LLC (KING OF PRUSSIA PA)
PA
02/04/2009 - 04/20/2009
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
PA
09/07/2007 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (BLUE BELL PA)
PA
04/13/2005 - 09/10/2007
CORNERSTONE INSTITUTIONAL INVESTORS, INC. (ALLENTOWN PA)
BC
Issued 11/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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