Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth A. Brown is a financial advisor with over 16 years of experience in the industry. Kenneth is currently registered with Osaic Wealth, Inc., and has been with the firm since June 2024. Kenneth has held previous positions with Securities America, Inc., LPL Financial LLC, Cetera Investment Services LLC, OBS Brokerage Services, Inc., and Nationwide Securities, LLC. Kenneth is a licensed securities professional with Series 6, 7, and 63 licenses, as well as the SIE exam. Kenneth also holds the Series 65 license and has experience in advisory and insurance sales. Kenneth specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Kenneth is committed to providing clients with comprehensive and personalized financial advice.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (Bradenton FL)
NY
10/03/2022 - 06/14/2024
SECURITIES AMERICA, INC. (JAMESTOWN NY)
NY
10/04/2017 - 10/13/2022
LPL FINANCIAL LLC (JAMESTOWN NY)
NY
12/10/2013 - 10/04/2017
CETERA INVESTMENT SERVICES LLC (LAKEWOOD NY)
NY
12/07/2011 - 12/10/2013
OBS BROKERAGE SERVICES, INC. (LAKEWOOD NY)
NY
09/20/2005 - 11/05/2009
NATIONWIDE SECURITIES, LLC (JAMESTOWN NY)
IA
Issued 03/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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