Unclaimed
Kenneth Dyer is an investment advisor representative with Osaic Institutions, Inc. based in The Villages, Florida. Kenneth has been in the industry since 2007 and is registered with the state of Florida as both a broker-dealer and an investment advisor representative. Kenneth also has the Series 7 and Series 66 registrations. Kenneth is a highly experienced financial professional who specializes in working with individuals and businesses to develop personalized financial plans and investment strategies. Kenneth works with individuals and businesses of all sizes and is dedicated to providing his clients with the highest level of service and expertise.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
FL
10/21/2016 - Present
Osaic Institutions, Inc. (THE VILLAGES FL)
BOTH
Issued 09/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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