Unclaimed
Kenneth Rudzinski is a financial advisor with over 40 years of experience in the industry. Kenneth currently works with Osaic Wealth, Inc. and is registered with the state of Delaware and Florida. Kenneth holds a Series 7, Series 63, and Series 24 license. Kenneth is also a Chartered Financial Consultant. Kenneth specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Kenneth is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
FL
01/24/2025 - Present
Osaic Wealth, Inc. (NAPLES FL)
IN
06/28/1991 - 04/21/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
11/19/1989 - 10/22/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
05/09/1988 - 08/19/1991
SMA EQUITIES, INC. (WORCESTER MA)
NA
07/26/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/04/1982 - 02/02/1988
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
09/16/1980 - 02/02/1988
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
09/16/1980 - 02/02/1988
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
03/01/1974 - 08/01/1976
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
03/01/1974 - 08/01/1976
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 10/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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