Unclaimed
Ken Sheetz Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc. Ken has been a financial advisor for 9 years. Ken is registered with FINRA and the state of North Carolina. Ken has experience working with individuals, corporations, pension plans, and high-net-worth individuals. Ken previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northwestern Mutual Investment Services, LLC. Ken is a graduate of the University of North Carolina at Chapel Hill. Ken is a member of the Greensboro Chamber of Commerce.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
03/28/2017 - Present
Raymond James Financial Services Advisors, Inc. (GREENSBORO NC)
NC
06/29/2015 - 03/10/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
NC
07/30/2009 - 10/19/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENSBORO NC)
FL
10/03/2007 - 10/23/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 08/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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