Unclaimed
Kenneth Hoiland is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Portland, OR. Kenneth has been in the financial services industry since December 1999. Kenneth is also a registered representative with Cambridge Investment Research, Inc. Kenneth has a Series 6, Series 63 and Series 65 licenses. Prior to joining Cambridge Investment Research Advisors, Inc., Kenneth was a registered representative with THE O.N. EQUITY SALES COMPANY, PRINCIPAL SECURITIES, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, SECURIAN FINANCIAL SERVICES, INC. and SENTRA SECURITIES CORPORATION.
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.
Solicitation fees from 3rd party money managers
1
2
OR
03/29/2024 - Present
Cambridge Investment Research Advisors, Inc. (Portland OR)
OR
04/18/2019 - 03/26/2024
THE O.N. EQUITY SALES COMPANY (Portland OR)
OR
01/08/2014 - 04/24/2019
PRINCIPAL SECURITIES, INC. (LAKE OSWEGO OR)
OR
12/12/2003 - 01/15/2014
METLIFE SECURITIES INC. (LAKE OSWEGO OR)
OR
12/12/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LAKE OSWEGO OR)
MN
12/15/2000 - 12/19/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
AZ
12/01/1999 - 12/07/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 11/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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