Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Morris is a financial advisor with over 40 years of experience in the financial services industry. Kenneth has held positions at a number of firms, including VestAx Securities Corporation, The Equitable Life Assurance Society of the United States, Mutual Service Corporation, and Equico Securities, Inc. Kenneth currently works as a Registered Representative and Investment Advisor Representative for Kestra Advisory Services, LLC. Kenneth is registered with the state of Michigan as an Investment Advisor Representative and holds FINRA Series 1, 7, 24, and 63 licenses. Kenneth is also a Chartered Financial Consultant (ChFC). Kenneth's areas of specialization include financial planning, investment management, and insurance. Kenneth is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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2
MI
05/05/2022 - Present
Kestra Advisory Services, LLC (Troy MI)
MI
02/14/2018 - 06/06/2022
LPL FINANCIAL LLC (TROY MI)
MI
05/01/2003 - 02/14/2018
INVEST FINANCIAL CORPORATION (TROY MI)
OH
11/30/1990 - 05/12/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
11/28/1979 - 09/19/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
05/27/1988 - 12/05/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
10/20/1980 - 06/20/1988
EQUICO SECURITIES, INC.
NA
11/25/1983 - 10/05/1984
MUTUAL SERVICE CORPORATION
BC
Issued 05/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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