Unclaimed
Kenneth Cecil Kinman is a financial advisor with Valmark Advisers, Inc. Kenneth has been in the financial services industry since 1991. Kenneth is registered to offer investment advisory services in several states, including California, Georgia, Indiana, Kentucky, Louisiana, Michigan, North Carolina, Ohio, and South Carolina. Kenneth has obtained several licenses, including the Series 6, Series 7, Series 24, Series 63, and Series 66. Kenneth specializes in portfolio management for individuals, businesses, and investment companies. Kenneth is also a managing partner at Ascent Insurance Advisors and a shareholder at Broadview Holdings.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
11/15/2023 - Present
Valmark Advisers, Inc. (CINCINNATI OH)
OH
11/06/1991 - 03/06/2009
MML INVESTORS SERVICES, INC. (CINCINNATI OH)
BOTH
Issued 09/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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