Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Marker is a financial advisor with over 25 years of experience in the industry. Kenneth is registered with Wells Fargo Clearing Services, LLC and is currently licensed to provide investment advice in several states, including Kansas, Missouri, and Texas. Kenneth has previously worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Kenneth holds a variety of licenses, including the Series 6, Series 7, Series 63 and Series 65 exams. Kenneth specializes in providing financial planning, portfolio management, and investment consulting services for individuals, businesses, and institutions.
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.
1
2
KS
10/25/2010 - Present
Wells Fargo Clearing Services, LLC (OVERLAND PARK KS)
MO
06/01/2009 - 10/27/2010
MORGAN STANLEY SMITH BARNEY (KANSAS CITY MO)
MO
04/19/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KANSAS CITY MO)
IA
Issued 04/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1992
Series 6 - Investment Company Products/Variable Contracts 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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