Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Reeves is an Investment Advisor Representative with CWM, LLC. Kenneth is located in Yakima, WA and has over 20 years of experience in the financial services industry. Kenneth has a strong background in financial planning and portfolio management, and is dedicated to helping clients achieve their financial goals. He is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses, as well as the SIE. In addition to his work with CWM, LLC, Kenneth also provides financial advisory services through Financial Management, Inc., an independent investment advisor firm.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
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2
WA
06/17/2020 - Present
CWM, LLC (Yakima WA)
WA
01/03/2017 - 06/08/2020
LPL FINANCIAL LLC (YAKIMA WA)
WA
01/19/2010 - 01/09/2017
INVEST FINANCIAL CORPORATION (YAKIMA WA)
WA
01/08/2001 - 12/31/2009
PACIFIC WEST SECURITIES, INC. (YAKIMA WA)
MN
03/11/1998 - 12/31/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
05/05/1988 - 03/08/1990
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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