Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenie? Claim Your ProfileKenie Theresa Wrenn is a financial advisor registered with Raymond James & Associates, Inc. Kenie has been a registered professional in the financial services industry since 1988. Kenie is registered in 10 states including California, Colorado, Florida, Indiana, Maryland, North Carolina, South Carolina, Texas, and Virginia. Kenie holds FINRA Series 3, 7, 63 and 65 licenses. Kenie has worked with Wells Fargo Clearing Services, LLC and Morgan Stanley DW Inc. Kenie offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisers.
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.
Please see note in schedule d - miscellaneous
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
NC
06/14/2019 - Present
Raymond James & Associates, Inc. (RALEIGH NC)
NC
06/16/2006 - 06/18/2019
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
NC
11/23/1988 - 05/31/2006
MORGAN STANLEY DW INC. (RALEIGH NC)
IA
Issued 01/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1991
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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