Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Gula has been in the financial services industry since 1993. Kenneth is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2024. Kenneth has experience working with clients in the areas of financial planning, pension consulting, and educational seminars. Kenneth is also registered in Pennsylvania, New Jersey and South Carolina as a broker-dealer and investment advisor.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (EMMAUS PA)
PA
12/19/2019 - 06/14/2024
SECURITIES AMERICA, INC. (EMMAUS PA)
PA
01/28/2008 - 12/24/2019
BESTVEST INVESTMENTS, LTD. (Emmaus PA)
PA
05/03/2007 - 01/28/2008
ALLSTATE FINANCIAL SERVICES, LLC (ALLENTOWN PA)
PA
04/01/2005 - 01/30/2007
IFMG SECURITIES, INC. (WAYNE PA)
MA
10/20/2004 - 03/11/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/25/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
09/29/2000 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
NY
06/14/2000 - 08/09/2000
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
03/16/1998 - 06/14/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NA
04/15/1997 - 01/23/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
11/11/1996 - 04/08/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NE
11/28/1994 - 10/04/1996
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
MA
08/31/1994 - 11/08/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/31/1994 - 11/08/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
09/04/1992 - 10/19/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
09/22/1987 - 12/23/1988
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/22/1987 - 12/23/1988
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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