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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Dammel is a financial advisor with Osaic Wealth, Inc. based in Livermore, CA. Kenneth has been in the financial services industry since July 2008. Kenneth holds a Series 63 and a Series 66 license. Kenneth has previously been associated with Woodbury Financial Services, Inc., Questar Capital Corporation, SA Stone Wealth Management Inc., and Emmett A Larkin Company, Inc.. Kenneth specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (LIVERMORE CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LIVERMORE CA)
CA
11/03/2017 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ACAMPO CA)
CA
08/17/2009 - 11/30/2017
SA STONE WEALTH MANAGEMENT INC. (LIVERMORE CA)
CA
07/24/2008 - 08/17/2009
EMMETT A LARKIN COMPANY, INC. (LODI CA)
BOTH
Issued 07/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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