Unclaimed
Kenneth Eversfield is an Investment Advisor Representative with Western International Securities, Inc. Kenneth has been in the securities industry since June 29, 2000. Kenneth is registered with the state of Arizona, California, Florida, Georgia, Idaho, Nevada, Oregon, Texas, Utah, and Washington. Kenneth is also a registered representative of Western International Securities, Inc., which is a broker-dealer registered with FINRA. Kenneth holds the Series 7 and Series 66 securities licenses and the SIE. Kenneth has a strong background in financial planning and portfolio management, and is committed to providing clients with personalized advice and service. Kenneth and Western International Securities, Inc. offer a variety of financial services to individual and institutional investors, including investment management, financial planning, retirement planning, and college savings.
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.
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.
1
2
CA
01/16/2019 - Present
Western International Securities, Inc. (Glendora CA)
CA
11/25/2013 - 01/14/2019
D.A. DAVIDSON & CO. (PASADENA CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (PASADENA CA)
CA
06/29/2000 - 11/04/2013
CROWELL, WEEDON & CO. (PASADENA CA)
BOTH
Issued 07/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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