Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Michael Osler is a financial advisor at Ameriprise Financial Services, LLC. Kenneth Osler has been in the financial services industry since December 4, 1977. Kenneth Osler has been registered with Ameriprise Financial Services, LLC since October 19, 2018. Kenneth Osler is also registered with the states of Delaware, Michigan, New Hampshire, and Texas. Kenneth Osler was previously employed by B. Riley Wealth Management, Raymond James & Associates, Inc., UBS Financial Services Inc., Prudential Securities Incorporated, Thomson McKinnon Securities Inc., Manley, Bennett, McDonald & Co, and Ashton & Co. Kenneth Osler is a Series 7 and Series 63 licensed professional. Kenneth Osler specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for 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.
Asset allocation services
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.
1
2
MI
10/22/2018 - Present
Ameriprise Financial Services, LLC (Novi MI)
MI
05/29/2015 - 10/30/2018
B. RILEY WEALTH MANAGEMENT (PLYMOUTH MI)
MI
08/12/2005 - 06/08/2015
RAYMOND JAMES & ASSOCIATES, INC. (BIRMINGHAM MI)
NJ
05/26/2000 - 09/02/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/15/1989 - 06/02/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/17/1984 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
12/05/1978 - 07/17/1984
MANLEY, BENNETT, MCDONALD & CO
NA
12/05/1977 - 12/20/1978
ASHTON & CO.
IA
Issued 11/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Osler is the right advisor for you? Invested Better is here to help.
