Unclaimed
Kenneth Renfro is a financial advisor with Stratos Wealth Partners, Ltd. Kenneth has been in the financial services industry since 2009 and is registered with the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), and the states of Ohio, Louisiana, and Texas. Kenneth holds the Series 66, Series 7, and Series 31 licenses, as well as the Securities Industry Essentials (SIE) exam. Kenneth has previous experience working for Morgan Stanley Smith Barney in Pepper Pike, Ohio. Kenneth is a specialist in financial planning, portfolio management, and pension consulting. Kenneth also provides educational seminars and helps clients select other advisors when necessary.
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.
Percentage of assets under management with third party managers
1
2
OH
03/23/2016 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
OH
09/30/2009 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (PEPPER PIKE OH)
BOTH
Issued 10/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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