Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Wright is a registered representative with Osaic Institutions, Inc. Kenneth has been in the industry since February 1990. Kenneth has a Series 7, Series 63, and Series 66 license. Kenneth has previously worked at several firms, including LPL Financial LLC, UVEST Financial Services Group, Inc., and PFIC Securities Corporation.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NC
05/17/2016 - Present
Osaic Institutions, Inc. (Chapel Hill NC)
TN
10/11/2011 - 09/30/2015
LPL FINANCIAL LLC (KINGSPORT TN)
TN
02/07/2001 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (KINGSPORT TN)
TN
04/23/1998 - 01/26/2001
PFIC SECURITIES CORPORATION (FRANKLIN TN)
WI
03/04/1998 - 04/13/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
WA
09/02/1997 - 12/31/1997
SIERRA INVESTMENT SERVICES CORPORATION (SEATTLE WA)
CA
08/28/1990 - 02/18/1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
09/26/1990 - 03/05/1992
FUNDTRUST INVESTMENT COMPANY SERVICES, INC.
FL
06/29/1990 - 08/15/1990
BARNETT BROKERAGE SERVICE, INC. (JACKSONVILLE FL)
NA
12/20/1988 - 05/07/1990
EMPIRE NATIONAL SECURITIES, INCORPORATED
NJ
10/19/1988 - 06/28/1989
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
BOTH
Issued 05/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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