Unclaimed
Kenneth Arnesen is a registered representative with Osaic Institutions, Inc. Kenneth has over 20 years of experience in the financial services industry and holds licenses in multiple states. Kenneth has previously been employed by WELLS FARGO CLEARING SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kenneth offers a variety of services to individual and business clients, including financial planning, portfolio management, educational seminars, and selection of other advisers. Kenneth also has experience in insurance sales. Kenneth’s clients primarily consist of high net worth individuals, corporations, and individuals other than high net worth individuals.
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.
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2
VA
11/02/2020 - Present
Osaic Institutions, Inc. (VIRGINIA BEACH VA)
VA
07/30/2003 - 11/16/2020
WELLS FARGO CLEARING SERVICES, LLC (VIRGINIA BEACH VA)
NY
01/02/2000 - 07/01/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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