Unclaimed
Kenneth Hagar is a financial advisor who has been in the industry since 2014. Kenneth has a strong background in investment advisory and retirement planning. Kenneth is currently registered with Osaic Wealth, Inc. and is licensed in several states, including Arizona, Florida, Iowa, Kansas, Michigan, Missouri, New York, Ohio, and Texas. Kenneth has a broad range of experience in advising clients on a variety of financial planning needs, including retirement planning, investment management, and estate planning.
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
MI
09/01/2023 - Present
Osaic Wealth, Inc. (STERLING HEIGHTS MI)
MI
01/03/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (STERLING HEIGHTS MI)
MI
08/19/2022 - 01/09/2023
THE HUNTINGTON INVESTMENT COMPANY (Shelby Township MI)
MI
05/30/2018 - 12/21/2021
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
11/14/2014 - 05/24/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEARBORN MI)
MI
01/09/2014 - 10/27/2014
SCOTTRADE, INC. (ROCHESTER HILLS MI)
BOTH
Issued 11/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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