Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Barber is a financial advisor at Fidelity Personal and Workplace Advisors. Kenneth Barber has been in the financial services industry since 2002. Kenneth Barber has a wide range of experience and specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Kenneth Barber holds Series 3, 6, 7 and SIE licenses. Kenneth Barber is also a Certified Financial Planner.
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.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CO
03/13/2015 - 04/27/2015
PFS INVESTMENTS INC. (LAKEWOOD CO)
NE
01/31/2013 - 03/05/2013
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
WA
09/11/2012 - 11/28/2012
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
WI
02/11/2010 - 12/09/2011
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
MO
08/30/2007 - 02/18/2010
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CO
01/12/2000 - 07/17/2007
JANUS DISTRIBUTORS LLC (DENVER CO)
BC
Issued 02/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 3 - National Commodity Futures Examination
BC
Issued 08/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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