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Kenneth D

Series 63, Series 66

Livermore, CA

OSAIC

Kenneth Dammel is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, and Sterne Agee Financial Services. He also operates Beckman Investment Securities, a sole proprietorship providing investment advice and services. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm employs various tools and platforms to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alexander W

Series 66

Livermore, CA

OSAIC

Alexander Winter is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Beckman Investment Securities and the University of Southern California. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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