Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth C Carrico is a financial advisor with over 40 years of experience in the financial services industry. Kenneth is currently registered with Osaic Wealth, Inc. in Illinois, Missouri, Oklahoma, Texas, and California. Kenneth has also been registered with Sagepoint Financial, Inc. in Illinois and with Broker Dealer Financial Services Corp. in Illinois. Kenneth has a wide range of experience and licenses. Kenneth has earned the designation Chartered Financial Consultant. Kenneth C Carrico is dedicated to providing sound financial advice to help clients 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.
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2
IL
09/01/2023 - Present
Osaic Wealth, Inc. (WATERLOO IL)
IL
02/15/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WATERLOO IL)
IL
11/20/2009 - 12/31/2010
BROKER DEALER FINANCIAL SERVICES CORP. (WATERLOO IL)
IL
10/31/2008 - 11/23/2009
SAGEPOINT FINANCIAL, INC. (WATERLOO IL)
IL
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (WATERLOO IL)
TX
01/07/1982 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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