Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Grace is a registered investment advisor representative with over 40 years of experience in the financial services industry. Kenneth Grace has passed the Series 63, Series 65, Series 7, Series 1 and SIE exams. Kenneth Grace is currently registered with On Investment Management Co. in California and Michigan and is licensed to sell insurance. Kenneth Grace has previously been registered with Walnut Street Securities, Inc., General American Life Insurance Company, and Mariner Financial Services, Inc. Kenneth Grace provides financial planning and portfolio management services to individuals and businesses. Kenneth Grace has a large book of business and manages assets of over $2,195,447,741 for 15,930 accounts.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
1
2
MI
05/27/2010 - Present
ON Investment Management Co. (FARMINGTON HILLS MI)
CA
01/29/1987 - 02/25/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
03/23/1977 - 02/09/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
11/02/1984 - 01/30/1987
MARINER FINANCIAL SERVICES, INC.
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Grace is the right advisor for you? Invested Better is here to help.
