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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 credentials and has worked previously at Woodbury Financial Services, Questar Asset Management, and Sterne Agee. Kenneth also owns Beckman Investment Securities, a sole proprietorship through which he has provided investment advice since 2008. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.
Alexander W
Series 66
Livermore, CA
OSAIC
Alexander Winter is a Series 66-licensed financial advisor with two years of industry experience, currently with OSAIC. His prior work includes roles at Beckman Investment Securities and involvement with Papapavlos Bistro and Bar, as well as a position at the University of Southern California. He has experience selling securities as an investment professional. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and provides a range of programs such as financial planning, managed portfolios, and third-party manager offerings.
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