Kevin Walsh
Financial Advisor & OSJ Principal
- Role
- Financial Advisor & Osj Principal at Ensemble Financial Strategies
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor & Osj Principal
Oct 2022 — Present · 415 S. Sharon Amity Rd Suite B Charlotte, NC, US
Securities are offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Ensemble Financial Strategies and Cambridge are not affiliated. Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Education
Bridgewater State University
Bachelor of Science - BS, Aviation Management
Skills
- Customer Service
- Life Insurance
- Investments
- Project Management
- Financial Services
- Employee Training
- Series 6
- Mutual Funds
- Insurance
- Series 24
- Team Management
- Technical Writing
- Management
- Microsoft Office Suite
- Series 7
- Relationship Management
- Series 63
- Operational Risk Management
- Series 4
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