Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Rozwodowski is a financial advisor with Osaic Wealth, Inc. in Coconut Grove, FL. Kenneth has over 20 years of experience in the financial services industry. Kenneth holds the Series 6 and Series 63 licenses. Kenneth's areas of expertise include financial planning, portfolio management, and retirement planning. Kenneth has a proven track record of helping individuals and families 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
FL
11/02/2018 - Present
Osaic Wealth, Inc. (COCONUT GROVE FL)
FL
06/22/2007 - 11/02/2018
SIGNATOR INVESTORS, INC. (COCONUT GROVE FL)
FL
09/17/2001 - 01/03/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (DEERFIELD BEACH FL)
IN
09/17/2001 - 04/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
03/03/2000 - 09/24/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
08/03/1995 - 03/15/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/03/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 10/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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