Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenward? Claim Your ProfileKenward Lavon Stone is a financial advisor registered with Osaic Wealth, Inc. Kenward has been in the industry since 1984 and is licensed in 14 states. Kenward is a Registered Representative with Securities America, Inc. and Securities America Advisors. Kenward offers financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Kenward's primary office location is in Cincinnati, OH with Osaic Wealth, Inc.
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
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CINCINNATI OH)
OH
07/27/1992 - 07/17/2020
INVESTACORP, INC. (CINCINNATI OH)
NY
10/30/1991 - 08/11/1992
SECURITIES TRADING, INC (CROTON-ON-HUDSON NY)
NY
12/08/1983 - 02/12/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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