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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Kenan has been a financial professional since 1988. John is currently registered as a Registered Representative with Ameritas Advisory Services, LLC. John has experience working with clients of all types including individuals, high net worth individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. John has also been active in the financial services industry, with previous employment with Carillon Investments, Inc., and Allmerica Investments, Inc. John is licensed to sell fixed insurance products as an independent insurance agent through Southeast Financial Services Inc. John has a diverse skill set with the following specialties: Portfolio management for individuals and businesses, financial planning, and pension consulting. John is active in several states including North Carolina, Texas, Arkansas, California, District of Columbia, Florida, Georgia, Hawaii, Indiana, Maryland, Michigan, New Mexico, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Utah, Virginia, Washington, and Wisconsin.
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.
Solicitor fees
1
2
NC
07/15/2023 - Present
Ameritas Advisory Services, LLC (GREENSBORO NC)
NC
02/17/1994 - 06/30/2006
CARILLON INVESTMENTS, INC. (GREENSBORO NC)
MA
02/10/1988 - 01/20/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 09/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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