Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Perrin is an investment advisor representative registered with SPC. Kenneth has been in the industry since 1998 and has previously worked for a variety of firms including NEXT FINANCIAL GROUP, INC., INTERSECURITIES, INC. and NATIONAL PLANNING CORPORATION. Kenneth holds the Series 6, Series 26, Series 51, Series 63, and Series 65 licenses. Kenneth provides financial planning, portfolio management, and pension consulting services.
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.
Consultation 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.
Seminar attendance fees
1
2
CO
05/22/2017 - Present
SPC (Centennial CO)
CO
03/05/2009 - 09/22/2012
NEXT FINANCIAL GROUP, INC. (LONE TREE CO)
CO
04/30/2004 - 03/12/2009
INTERSECURITIES, INC. (LONE TREE CO)
CA
12/18/2002 - 04/30/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
08/07/2002 - 12/20/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
05/19/1998 - 06/24/2002
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
IA
Issued 05/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/09/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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