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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ken? Claim Your ProfileKen R. Coburn is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Ken has been in the financial services industry since June 2000. Ken is a registered representative in Arizona, California, Florida, Georgia, Idaho, Massachusetts, Michigan, Missouri, Montana, Nevada, New Hampshire, North Carolina, Ohio, Oregon, South Dakota, Texas, Utah, and Washington. Ken is also a registered investment advisor in California and Texas. Ken holds the Series 66, Series 31 and Series 7 licenses. Ken's previous firms include WELLS FARGO CLEARING SERVICES, LLC, UBS FINANCIAL SERVICES INC., and MORGAN STANLEY DW INC. Ken is also the head wrestling coach at Montgomery High School in Santa Rosa, CA.
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.
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.
Investment consulting services to institutional clients
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.
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CA
04/11/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SAN JOSE CA)
CA
09/02/2010 - 04/10/2023
WELLS FARGO CLEARING SERVICES, LLC (PLEASANTON CA)
CA
05/21/2004 - 09/10/2010
UBS FINANCIAL SERVICES INC. (WALNUT CREEK CA)
NY
06/08/2000 - 05/25/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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