Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Alfred Willets is an investment advisor representative with Rockefeller Financial LLC in Atlanta, GA. Kenneth has been in the industry since August 27, 1991. Kenneth is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in Georgia. Kenneth also has a Series 24 license and the SIE exam passed. Prior to working with Rockefeller Financial LLC Kenneth worked with Mercer Allied Company, L.P. in Albany, NY. Kenneth specializes in retirement planning, estate planning, college savings planning, and investment management.
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.
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.
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GA
10/06/2020 - Present
Rockefeller Financial LLC (ATLANTA GA)
NY
12/09/1994 - 01/15/2019
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
NY
03/07/1990 - 12/09/1994
MERCER ALLIED CORPORATION (ALBANY NY)
IA
Issued 06/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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