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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Osowski is an investment advisor representative at Commonwealth Financial Network. Kendra has been in the financial services industry since 2005. Kendra holds a Series 6, 7, 63 and 65 licenses. Kendra has worked for several firms, including John Hancock Distributors LLC, Chase Investment Services Corp., BANC One Securities Corporation, and Northwestern Mutual Investment Services, LLC. Kendra specializes in providing financial advice and portfolio management for individuals, businesses, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Kendra also provides financial planning, educational seminars, and publication of periodicals. Kendra is registered with the state of Michigan.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
06/01/2023 - Present
Commonwealth Financial Network (LANSING MI)
MA
08/03/2006 - 03/24/2023
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MI
07/06/2005 - 06/20/2006
CHASE INVESTMENT SERVICES CORP. (FLINT MI)
IL
01/21/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
10/11/2004 - 01/03/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 03/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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