Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Lazzini is a registered representative with Charles Schwab & CO., Inc. in Santa Rosa, CA. Kenneth has been in the securities industry since 2016. Prior to joining Charles Schwab, Kenneth worked at Cambridge Investment Research, Inc. and Waddell & Reed. Kenneth holds the Series 7 and Series 66 licenses, as well as the SIE. Kenneth specializes in providing financial planning services and other investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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CA
08/21/2018 - Present
Charles Schwab & CO., Inc. (Santa Rosa CA)
CA
03/13/2018 - 08/08/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (SACRAMENTO CA)
CA
11/01/2016 - 03/27/2018
WADDELL & REED (SACRAMENTO CA)
BOTH
Issued 11/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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