Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Phillip Mascari has been in the financial services industry since March 1982. Kenneth is currently registered with Osaic Wealth, Inc. and holds licenses in several states. Kenneth previously held positions at Securities America, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, and Diversified Securities, Incorporated. Kenneth provides various financial advisory services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Kenneth is committed to providing high-quality financial advice to clients and has a long history of success in the industry.
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.
1
2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (LAKE FOREST CA)
CA
10/12/1995 - 06/14/2024
SECURITIES AMERICA, INC. (LAKE FOREST CA)
AZ
11/19/1989 - 10/11/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/05/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/02/1982 - 05/05/1989
DIVERSIFIED SECURITIES, INCORPORATED
BC
Issued 05/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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