Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Dianne Homola is a financial advisor with Osaic Wealth, Inc. located in Lakewood, CO. Kendra holds the Series 6 and SIE securities licenses and has been active in the financial industry since 1988. Kendra has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Her areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management. Kendra is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
CO
09/01/2023 - Present
Osaic Wealth, Inc. (LAKEWOOD CO)
CO
10/31/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAKEWOOD CO)
CO
02/02/2001 - 11/02/2017
NATIONAL PLANNING CORPORATION (LAKEWOOD CO)
NY
08/09/1993 - 02/13/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
05/27/1988 - 09/03/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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