Unclaimed
Kenneth Ballard is an investment advisor representative with Fidelity Personal And Workplace Advisors. Kenneth has been in the financial industry for over two years and has a diverse background, including experience at Eddie Bauer, Rocket Fizz, Alaska USA Federal Credit Union, Fred Meyer Jewelers and Fidelity Investments. Kenneth is licensed to offer investment advice in 52 states, as well as in Texas and Washington. Kenneth is committed to providing personalized financial advice to individuals and families.
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.
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.
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2
WA
10/07/2021 - Present
Fidelity Personal AND Workplace Advisors (BOTHELL WA)
MO
02/13/2020 - 05/06/2020
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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