Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Deegan is an Investment Advisor Representative with Osaic Wealth, Inc., which has been in business since 1981. Kevin is registered to offer investment advisory services in Arizona, California, Florida, Indiana, Maine, Nevada, North Carolina, Oregon, and Washington. Kevin has been active in the financial services industry since June 21, 1981. Kevin has a Series 7, Series 3, Series 5, Series 15, Series 24 and Series 63 license and is a Certified Financial Planner. Osaic Wealth, Inc. provides advisory services for individuals, businesses, investment companies, pension and profit sharing plans, charitable organizations, and pooled investment vehicles. They offer a wide range of services, including financial planning, portfolio management, selection of other advisors, educational seminars, and pension consulting. The firm is headquartered in Scottsdale, Arizona.
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
CA
03/04/2024 - Present
Osaic Wealth, Inc. (WESTLAKE VILLAGE CA)
NA
11/03/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
CA
03/17/1986 - 11/03/1988
CHRISTOPHER WEIL & COMPANY, INC (GLENDALE CA)
NA
04/02/1982 - 03/25/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
06/22/1981 - 04/26/1982
BACHE HALSEY STUART SHIELDS INCORPORATED
BC
Issued 01/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 08/20/1982
Series 3 - National Commodity Futures Examination
BC
Issued 07/30/1982
Series 5 - Interest Rate Options Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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