Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth A. Steeves is a financial advisor associated with Creative Planning. Kenneth has been in the industry for over 16 years. Kenneth is licensed to provide investment advice in Connecticut and Texas. Kenneth has a Series 7, 63 and 66 licenses. Kenneth's previous firms include Fidelity Brokerage Services LLC, RBC DAIN RAUSCHER INC. and WACHOVIA SECURITIES, LLC.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
02/08/2019 - Present
Creative Planning (OVERLAND PARK KS)
CT
11/12/2007 - 03/19/2012
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
CT
11/10/2006 - 10/26/2007
RBC DAIN RAUSCHER INC. (SOUTHPORT CT)
CT
04/25/2006 - 11/03/2006
WACHOVIA SECURITIES, LLC (OLD GREENWICH CT)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kenneth Steeves is the right advisor for you? Invested Better is here to help.
