Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Bruce Lundquist is a financial advisor currently registered with Osaic Wealth, Inc.. Kenneth has been in the financial services industry since November 1989. Kenneth is also registered with the following firms: Signator Investors, Inc., Citizens Securities, Inc., PNC Investments, NatCity Investments, Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Kenneth holds a Series 63 and Series 65 license and a Series 7, Series 6, and Series 24 license. Kenneth is also a registered investment advisor in 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.
A percentage of the total value of assets under management is charged.
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2
MI
11/02/2018 - Present
Osaic Wealth, Inc. (SOUTHGATE MI)
MI
10/02/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTHGATE MI)
MI
08/25/2010 - 10/05/2015
CITIZENS SECURITIES, INC. (TRENTON MI)
MI
11/13/2009 - 08/20/2010
PNC INVESTMENTS (ALLEN PARK MI)
MI
02/05/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (ALLEN PARK MI)
MI
10/07/2005 - 02/02/2007
SIGNATOR INVESTORS, INC. (SOUTHGATE MI)
OH
12/06/2000 - 09/21/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
12/06/2000 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
IL
02/01/1999 - 12/21/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
04/09/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
MA
10/27/1989 - 04/14/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/27/1989 - 04/14/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 04/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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