Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Edward Guard is a financial advisor who has been in the industry since 1982. Kenneth is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2024. Kenneth specializes in various financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. Kenneth has experience working with a variety of clients including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (FORT WHITE FL)
FL
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (FORT WHITE FL)
FL
07/11/1990 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (FORT MYERS FL)
GA
01/23/1987 - 08/07/1990
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
02/29/1984 - 01/19/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
06/26/1982 - 11/09/1983
MOUNT VERNON EQUITY SALES, INC.
IA
Issued 09/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1981
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1984
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1981
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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