Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Patrick McEvoy is a financial advisor registered with Osaic Wealth, Inc. based in HOLMES BEACH, FL, and Omaha, NE. Norman has been a financial professional since 2010. Norman has a strong background in financial services and specializes in providing comprehensive financial planning, portfolio management, and insurance solutions. Norman's commitment to helping clients achieve their financial goals is evident in his years of experience and dedication to the industry.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (HOLMES BEACH FL)
FL
12/07/2022 - 06/14/2024
SECURITIES AMERICA, INC. (HOLMES BEACH FL)
FL
06/01/2022 - 09/28/2022
AMERIPRISE FINANCIAL SERVICES, LLC (TAMPA FL)
FL
11/30/2021 - 05/10/2022
CALTON & ASSOCIATES, INC. (TAMPA FL)
FL
02/27/2015 - 06/22/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (FORT MYERS FL)
FL
08/15/2013 - 12/13/2013
WOODBURY FINANCIAL SERVICES, INC. (SARASOTA FL)
FL
05/31/2010 - 12/20/2012
TD AMERITRADE, INC. (SARASOTA FL)
BC
Issued 06/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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