Unclaimed
Ken Barnett is a financial advisor who has been in the industry since 1983. Ken is registered with Stephens Inc. and has held previous registrations with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Ken has a Series 63, Series 66, and Series 7 licenses as well as a SIE, Series 31, and Series 7 licenses. Ken is registered with the state of Mississippi and Texas. Ken specializes in providing financial advice to individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Ken provides financial planning, pension consulting, and educational seminars. Ken also provides portfolio management 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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MS
03/24/2014 - Present
Stephens (RIDGELAND MS)
MS
01/01/2008 - 06/02/2009
WELLS FARGO ADVISORS, LLC (RIDGELAND MS)
MS
06/22/1983 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RIDGELAND MS)
BOTH
Issued 09/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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