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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Brian Kann is an investment advisor representative with Beacon Pointe Advisors, LLC, a firm with offices in Scottsdale, AZ and Newport Beach, CA. Kenneth has been in the financial services industry since 1989, with prior experience at firms such as E*TRADE SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., COMPASS BROKERAGE, INC. and CHARLES SCHWAB & CO., INC. Kenneth holds Series 63, Series 65, Series 7 and Series 8 licenses. Kenneth specializes in providing financial planning, investment management, and consulting services to individuals, families, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Consulting services
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
AZ
02/27/2017 - Present
Beacon Pointe Advisors, LLC (Scottsdale AZ)
AZ
03/24/2010 - 08/12/2010
E*TRADE SECURITIES LLC (SCOTTSDALE AZ)
AZ
06/30/2009 - 03/10/2010
CHASE INVESTMENT SERVICES CORP. (GLENDALE AZ)
AZ
07/31/2007 - 07/17/2008
COMPASS BROKERAGE, INC. (SCOTTSDALE AZ)
TX
11/03/1989 - 07/27/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
07/10/1989 - 08/12/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
05/23/1989 - 07/17/1989
J. W. GANT & ASSOCIATES, INC.
BC
Issued 07/07/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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