Unclaimed
Kenneth Clarke is a financial advisor with over 9 years of experience in the financial services industry. Kenneth currently works for Ameritas Advisory Services, LLC in Silver Spring, MD. Kenneth has experience working with individuals, businesses, trusts, and retirement plans. Kenneth's areas of expertise include financial planning, retirement planning, and investment management. Kenneth holds a Series 7, Series 66 and SIE licenses and is registered to provide investment advice in 12 states.
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.
Solicitor fees
1
2
MD
11/01/2021 - Present
Ameritas Advisory Services, LLC (SILVER SPRINGS MD)
DC
02/13/2015 - 04/19/2016
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WASHINGTON DC)
MO
10/22/2014 - 12/09/2014
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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