Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Clifton Davis is a financial advisor who has been in the industry since 1996. Kenneth is currently registered with MML Investors Services, LLC, a firm based in Springfield, MA, and holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Kenneth's previous registrations include MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Kenneth offers a range of services, including financial planning, educational seminars, pension consulting, and portfolio management for individuals and businesses. Kenneth is currently registered in North Carolina and South Carolina, and has been registered in these states since March 25, 2017. In addition to his work with MML Investors Services, LLC, Kenneth is also an independent insurance agent for Carolina Benefit Solutions, where he offers life, accident, and health insurance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
03/25/2017 - Present
MML Investors Services, LLC (Winston Salem NC)
NC
08/30/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Winston Salem NC)
NC
08/30/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WINSTON-SALEM NC)
IA
Issued 04/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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