Unclaimed
Kenneth Clowers is an investment advisor representative with Osaic Wealth, Inc. Kenneth has been in the financial services industry for over 30 years. Kenneth has extensive experience in the financial services industry, having worked for several firms including Securities America, Inc., Sagepoint Financial, Inc., KMS Financial Services, Inc. and Signator Financial Services, Inc. Kenneth has a wide range of experience, including portfolio management for individuals and businesses, as well as financial planning and pension consulting. Kenneth is also a licensed insurance agent in Washington and serves as the Power of Attorney for his mother. Kenneth is registered with the states of Nebraska and Washington.
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
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SEATTLE WA)
AZ
01/19/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
WA
06/02/2016 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
MA
05/13/2014 - 07/14/2016
SIGNATOR INVESTORS, INC. (BOSTON MA)
WA
06/12/2012 - 01/07/2016
SIGNATOR FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
06/19/2000 - 03/16/2012
PACIFIC WEST SECURITIES, INC. (RENTON WA)
UT
03/01/1991 - 06/07/2000
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
IA
Issued 06/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/20/2001
Series 4 - Registered Options Principal Examination
BC
Issued 09/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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