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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Thomas McCarthy is a financial advisor at Osaic Wealth, Inc. with over 20 years of experience in the financial services industry. Kevin is registered with the state of Michigan and Texas as a registered representative and investment advisor representative. Kevin has a wide range of experience working with individuals, businesses, and retirement plans. Kevin's specializations include financial planning, portfolio management, and retirement planning.
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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MI
09/30/2024 - Present
Osaic Wealth, Inc. (Brighton MI)
MI
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Brighton MI)
MI
08/18/2009 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (Brighton MI)
AL
10/28/2005 - 08/20/2009
AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
NJ
05/14/2004 - 10/04/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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