Unclaimed
Kenneth Calhoun is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kenneth is licensed to offer investment advisory services in North Carolina and Texas. Kenneth has been in the financial services industry for over 30 years. Kenneth has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies. Kenneth's specialties include financial planning, portfolio management, and investment consulting.
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.
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.
Investment consulting services to institutional clients
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.
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2
NC
02/04/2021 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLOTTE NC)
NC
10/01/2000 - 02/04/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
01/23/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
06/16/1993 - 01/23/1996
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NJ
08/10/1990 - 06/21/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
10/25/1989 - 01/30/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/25/1989 - 01/30/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/09/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1990
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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