Kevin Ohagan
Financial Advisor & Financial Planner @Edward Jones
Calgary, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Sep 2015 — Present
Financial Advisor & Financial Planner @Edward Jones
View department →
CA
Building existing and new relationships with clients in their pursuit to financial independence, which entails designing a custom tailored financial solution. Believe in the proactive approach to relationship management and doing the right thing for my clients. I became a Limited Partner of Edward Jones in 2023 within a firm build by advisors for advisors.
SKILLS
Investment ManagementRetirement Income StrategiesInvestment StrategiesEstate PlanningRetirement PlanningFinancial AdviceAsset ManagementFinancial AdvisoryHigh Net Worth IndividualsMutual FundsAsset AllocationWealth ManagementRetirementInvestment AdvisoryInsuranceWealth TransferInvestmentsPersonal Finance
ABOUT KEVIN OHAGAN
Our Slogan: We help you confirm where you are going with your money and bring confidence…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.