Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Chad Atkinson is a financial professional with over 10 years of experience in the industry. Kenneth is currently registered with USAA Investment Services Co., providing investment advice to individuals and high-net-worth clients. Kenneth previously held positions at ALPS DISTRIBUTORS, INC. and MWA FINANCIAL SERVICES INC. Kenneth holds several licenses and certifications, including the Series 7TO, Series 63, and Series 66. Kenneth is dedicated to providing clients with personalized financial solutions.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
CO
06/14/2024 - Present
Usaa Investment Services Co. (COLORADO SPRINGS CO)
GA
10/13/2014 - 09/15/2015
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
GA
08/02/2013 - 10/07/2014
MWA FINANCIAL SERVICES INC. (CANTON GA)
BOTH
Issued 05/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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