Unclaimed
William Ernest Kenoyer is a financial advisor registered with Osaic Wealth, Inc. and is licensed in 17 states. William holds the Series 6 and Series 63 licenses as well as the SIE exam. William has experience in the financial services industry since 2010 and has previously been affiliated with Woodbury Financial Services, Inc., Securities America, Inc., and Founders Financial Securities LLC. William specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (MODESTO CA)
CA
11/12/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MODESTO CA)
CA
09/07/2012 - 11/11/2013
SECURITIES AMERICA, INC. (MODESTP CA)
CA
11/01/2011 - 09/14/2012
WOODBURY FINANCIAL SERVICES, INC. (MODESTO CA)
CA
05/03/2010 - 09/06/2011
FOUNDERS FINANCIAL SECURITIES LLC (MODESTO CA)
BC
Issued 09/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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