Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Charles Annaloro is a financial advisor with Osaic Wealth, Inc. Kenneth has been working in the financial services industry since 2011. Kenneth is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed investment advisor in multiple states. Kenneth has extensive experience in financial planning, portfolio management, and insurance. Kenneth is dedicated to helping 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
CA
05/16/2024 - Present
Osaic Wealth, Inc. (San Juan Capistrano CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (San Juan Capistrano CA)
CA
10/21/2011 - 03/01/2019
QUESTAR CAPITAL CORPORATION (SAN CLEMENTE CA)
IA
Issued 09/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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