Unclaimed
Kenneth Varndell is a financial advisor who has been in the industry for over 30 years. Kenneth currently works with Osaic Wealth, Inc. Kenneth has a long history of experience in the industry, having previously worked with SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC., and JEFFERSON PILOT SECURITIES CORPORATION. Kenneth is a Certified Financial Planner and a Chartered Financial Consultant. Kenneth offers a wide range of services, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
1
2
IN
11/02/2018 - Present
Osaic Wealth, Inc. (CARMEL IN)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CARMEL IN)
IN
03/30/2004 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CARMEL IN)
IN
08/03/2001 - 03/31/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
FL
10/28/1991 - 08/14/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 05/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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