ADVISOR BIO

Kevin Mahserejian is a financial advisor with Wells Fargo Clearing Services, LLC. Kevin has been in the financial services industry since February 2000 and has a Series 7, Series 66, and SIE license. Kevin is also a Certified Financial Planner. Kevin is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 20 states. Kevin provides investment advisory services to individuals, businesses, and institutions.

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ADVISOR BIO

Kevin Edward Mahoney is a registered representative with Osaic Wealth, Inc. based in Costa Mesa, CA. Kevin has been in the financial services industry since February 2001 and has a strong background in securities and investment advice. Kevin has experience in working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kevin provides financial planning, portfolio management, and educational seminars to clients.

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ADVISOR BIO

Kevin Andrew Bonner is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Irvine, CA. Kevin has been in the industry since October 7, 2018 and holds licenses in 35 states. Kevin provides investment advisory services, portfolio management for businesses and individuals, and educational seminars.

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ADVISOR BIO

Kevin Andrew Ward is a registered investment advisor representative. Ward is currently registered with Ward & Associates in Rancho Santa Fe, CA. Ward has been in the industry since April 2000. Ward is a Series 65 licensed individual. Ward has experience in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Ward primarily works with high net worth individuals, individuals other than high net worth individuals, and charitable organizations.

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ADVISOR BIO

Kevin Jiro Yoneda is a financial advisor at Osaic Wealth, Inc. located in San Diego. Kevin has over 27 years of experience in the financial services industry. Kevin has passed the Series 6, 7, 24, 26, 51, 63, and 65 exams. Kevin is registered with the state of California and Texas as an investment advisor representative.

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ADVISOR BIO

Kevin Michael Martin is a registered representative of J.p. Morgan Securities LLC. Kevin Michael Martin is also an investment advisor representative. J.p. Morgan Securities LLC and JPMorgan Chase Bank, N.A. have a relationship and both offer a broad range of products and services nationwide. Kevin Michael Martin has 25 approved SRO registrations, 1 approved FINRA registration, 49 approved state registrations and 2 approved IA state registrations. Kevin Michael Martin is licensed in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Kevin Michael Martin has been in the securities industry since March 3, 2022. The firm has more than $50 billion in regulatory assets under management. J.p. Morgan Securities LLC is a registered investment adviser.

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ADVISOR BIO

Kevin Clayton Keil is a financial advisor with LPL Financial LLC based in SAN DIEGO, CA. Kevin has been in the financial services industry for over 3 years and is licensed to provide securities and investment advisory services. He holds the Series 7TO, Series 66, and SIE licenses. Kevin has a diverse background and has worked with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Kevin is committed to providing personalized financial advice and helping clients reach their financial goals.

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ADVISOR BIO

Kevin Rooplall is a financial advisor with Osaic Wealth, Inc. located in Costa Mesa, CA. Kevin has been in the financial industry for over 10 years and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Kevin is also a Chartered Financial Analyst.

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ADVISOR BIO

Kevin Conway is a financial advisor with Grove Point Advisors, LLC, in Tustin, CA. Kevin has been working in the financial services industry since 1985. Kevin is registered in 23 states and has passed the Series 63, 24, 7 and SIE exams. Kevin provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Kevin Re Proceviat is a financial professional with Osaic Wealth, Inc. Kevin is licensed to provide financial and investment advisory services in California. Kevin is registered as a general securities representative and holds the Series 7TO and SIE licenses. Kevin can assist with financial planning and investment management for both individuals and businesses.

SPECIALIZATIONS