Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Benedict is a financial advisor with over 24 years of experience in the industry. Kenneth is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Kenneth is also a Certified Financial Planner and a Registered Representative. Kenneth has a broad range of experience in providing financial planning, investment advisory services and insurance services to individuals, families, and businesses. Kenneth is dedicated to helping clients reach 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.
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.
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CA
11/16/2023 - Present
Kestra Advisory Services, LLC (Newbury Park CA)
CA
09/01/2023 - 10/08/2023
OSAIC WEALTH, INC. (NEWBURY PARK CA)
CA
12/05/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NEWBURY PARK CA)
CA
07/02/2013 - 02/04/2015
CHARLES SCHWAB & CO., INC. (ENCINO CA)
TX
03/22/1994 - 09/10/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
10/13/1993 - 04/07/1994
MONTANO SECURITIES CORPORATION (ORANGE CA)
BC
Issued 07/16/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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