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 Kovalchuk is a financial advisor currently registered with Osaic Wealth, Inc. Kenneth has been active in the financial industry since August 1987. Prior to joining Osaic Wealth, Inc. Kenneth worked for Signator Investors, Inc. and Transamerica Financial Advisors, Inc.. Kenneth specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses. Kenneth holds Series 63, 65, 7, 24, and SIE licenses.
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
PA
07/30/2019 - Present
Osaic Wealth, Inc. (MT. PLEASANT PA)
PA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (MT. PLEASANT PA)
PA
05/12/1994 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MT. PLEASANT PA)
CA
10/31/1989 - 05/11/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
PA
08/18/1987 - 11/01/1989
THE CODRICK FINANCIAL GROUP, INC. (GREENSBURG PA)
IA
Issued 12/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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