Years of Experience
5-20+ Years
SOUTH WINDSOR, CT
39 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Baldwin has been in the financial industry since 1986. Kevin currently works as a registered representative for Oneamerica Securities, Inc. and has been there since March 2010. Prior to this, Kevin worked for MML INVESTORS SERVICES, INC., MML DISTRIBUTORS, LLC, LINCOLN FINANCIAL DISTRIBUTORS, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, AETNA INVESTMENT SERVICES, INC., and HORNOR, TOWNSEND & KENT, INC. Kevin has been a registered Investment Advisor in Connecticut since June 2010. Kevin provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
SPECIALIZATIONS
WATERBURY, CT
11 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Gerard Smith is a registered representative with Osaic Institutions, Inc. in Waterbury, CT. Kevin has been in the industry since 2014 and has a Series 6, 7TO, 63 and 66 licenses. Kevin specializes in providing financial planning, educational seminars and selection of other advisors. Kevin also works as a referee for youth soccer matches on weekends. Kevin has previously worked with Key Investment Services LLC and JP Morgan Securities LLC.
SPECIALIZATIONS
STAMFORD, CT
18 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Knisley is an investment advisor representative who has been active in the financial industry since 2007. He is currently registered with UBS Financial Services Inc. and previously worked with Merrill Lynch and Ameriprise Financial. Kevin has licenses in multiple states and is currently active in Connecticut and New York. He has a breadth of experience and offers financial planning, portfolio management, and education seminars for clients.
SPECIALIZATIONS
STAMFORD, CT
13 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Terence O'Hara is a financial professional with over 20 years of experience in the securities industry. Kevin is registered with AMA Securities LLC in Stamford, CT. Kevin has passed the Series 7, Series 79, SIE, and Series 63 examinations and is currently registered in New York. Kevin has experience at Weiss, Peck & Greer, LLC, and is a seasoned professional with expertise in Investment Banking.
SPECIALIZATIONS
No specializations listed.
STAMFORD, CT
29 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Joseph Clark is a financial advisor with over 27 years of experience in the industry. Kevin is currently registered with Roth Capital Partners, LLC. Kevin has previously worked with several other firms including MKM PARTNERS LLC, AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., and CANTOR FITZGERALD & CO..
SPECIALIZATIONS
Norwalk, CT
18 Years Experience
0 Disclosures
ADVISOR BIO
Kevin O'Sullivan is a financial professional who has been in the industry since 2007. Kevin is currently registered with ERG Securities (us) LLC and has previously been registered with SHOT TOWER SECURITIES LLC, STOUT CAUSEY CAPITAL CORPORATION, CONSOLIDATED FINANCIAL INVESTMENTS, INC., SIGNAL HILL CAPITAL GROUP LLC, STIFEL, NICOLAUS & COMPANY, INCORPORATED, and HEARTLAND SECURITIES CORP.. Kevin holds the Series 7, Series 63, SIE and Series 79TO licenses and is registered in Connecticut, Maryland and New York.
SPECIALIZATIONS
No specializations listed.
Essex, CT
1 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Charles Bodge is a financial professional with a career in the industry starting on June 16, 2024. Kevin is currently registered with Kestra Investment Services, LLC in Essex, Connecticut. Kevin is a Series 66, Series 7TO, and SIE licensed professional.
SPECIALIZATIONS
No specializations listed.
STAMFORD, CT
22 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Christopher Allan is a registered representative with UBS Securities LLC. He is a licensed securities professional with over 20 years of experience in the financial services industry. Kevin has a strong background in investments and financial planning, and he is committed to providing personalized and comprehensive wealth management solutions to meet his clients’ individual needs. Kevin has a proven track record of success in helping his clients achieve their financial goals, and he is dedicated to providing them with the highest level of service.
SPECIALIZATIONS
No specializations listed.
STAMFORD, CT
17 Years Experience
0 Disclosures
ADVISOR BIO
Kevin J Lewis is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the securities industry since July 10, 2008. Kevin currently holds Series 63, 66, 7, 79, and SIE licenses. Kevin also holds active registrations in Arizona and California. Kevin is a member of the advisory board of Xavier College Preparatory. Kevin has prior experience at Merrill Lynch, Pierce, Fenner & Smith Inc., in New York, NY. Kevin is registered to provide investment advice to individuals, businesses, corporations, high net worth individuals, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities.
SPECIALIZATIONS
STAMFORD, CT
7 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Mosher is a financial advisor based in Stamford, Connecticut. Kevin is currently registered with Franklin Distributors, LLC. Kevin has been in the financial services industry since March 19, 2018. Kevin has experience with First Republic Securities Company, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin holds the Series 66, Series 7 and SIE licenses.
SPECIALIZATIONS
No specializations listed.
