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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Alfonso Sanchez is an investment advisor representative at Stifel Independent Advisors, LLC. Kenneth has over 26 years of experience in the financial services industry. Kenneth has passed the Series 6, 7, 24, 31, 63, and 65 exams. Kenneth is licensed to provide investment advice in California and Texas. Kenneth has worked for several financial institutions including WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and LPL FINANCIAL LLC. Kenneth is a financial and retirement instructor and speaker at Pasadena City College and also works with several other business entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/19/2022 - Present
Stifel Independent Advisors, LLC (PASADENA CA)
CA
06/04/2012 - 04/20/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PASADENA CA)
CA
10/01/1999 - 06/14/2012
LPL FINANCIAL LLC (PASADENA CA)
NJ
12/12/1996 - 10/08/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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