Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Everett Kenyon is a financial advisor at Stifel, Nicolaus & Company, Inc. and has been working in the financial services industry for over 20 years. Joseph has a strong background in investments and has passed several industry exams, including the Series 7, 31, 63 and 65 exams. Joseph is registered to offer investment advice in over 30 states and is also a registered representative of Stifel, Nicolaus & Company, Inc. Joseph focuses on providing a variety of financial services, including financial planning, portfolio management, and retirement planning for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
12/13/2016 - Present
Stifel, Nicolaus & Company, Inc. (ROCHESTER MI)
MI
01/01/2008 - 01/11/2010
WELLS FARGO ADVISORS, LLC (CLINTON TOWNSHIP MI)
MI
04/10/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLINTON TOWNSHIP MI)
IA
Issued 05/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joseph Kenyon is the right advisor for you? Invested Better is here to help.
