Unclaimed
Kenneth Clyde is a financial advisor with over 35 years of experience in the financial services industry. Kenneth has held a variety of positions at several firms, including Brecek & Young Advisors, Inc., BirchTree Financial Services, Inc., Legend Equities Corporation, Pension Planners Securities, Inc., FFP Securities, Inc., MetLife Securities Inc., UR Financial, Inc., and The Variable Annuity Marketing Company. Kenneth is currently registered with LPL Financial LLC, a leading independent broker-dealer and financial advisor, and is licensed in several states, including Arizona, California, Nebraska, Nevada, and Washington. He specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and retirement plans. Kenneth Clyde is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
CA
09/13/2024 - Present
LPL Financial LLC (COOL CA)
CA
05/13/1999 - 09/17/2004
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
MN
09/19/1997 - 03/25/1999
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
FL
07/25/1994 - 08/30/1997
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
CA
06/06/1992 - 07/12/1994
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
MO
06/06/1990 - 03/17/1992
FFP SECURITIES, INC. (CHESTERFIELD MO)
MA
04/25/1990 - 06/14/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
05/29/1987 - 04/25/1990
UR FINANCIAL, INC.
NA
05/09/1986 - 01/28/1987
THE VARIABLE ANNUITY MARKETING COMPANY
IA
Issued 08/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2006
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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