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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth David Ibbetson is a financial advisor with over 20 years of experience in the industry. Kenneth currently works at Wells Fargo Clearing Services, LLC, where he is registered in California and Texas as a Registered Representative and Investment Advisor Representative. Previously, Kenneth worked at Morgan Stanley, where he served as a Registered Representative and Investment Advisor Representative for over seven years. Before that, Kenneth worked at Citigroup Global Markets Inc. for several years. Kenneth is a Series 65 and 63 licensed financial advisor and holds a Series 7, Series 31, and SIE license. He is a registered representative in 18 states, including Arizona, California, Colorado, Florida, Hawaii, Idaho, Michigan, Nevada, Ohio, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Kenneth has a long history of serving individuals, corporations, and charitable organizations. Kenneth has also provided investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/19/2016 - Present
Wells Fargo Clearing Services, LLC (BREA CA)
CA
06/01/2009 - 08/26/2016
MORGAN STANLEY (BREA CA)
CA
06/05/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LONG BEACH CA)
IA
Issued 07/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 06/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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