Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Wiles is a financial advisor with Edward Jones. Kenneth has been working in the financial industry since July 1996. Kenneth holds licenses in multiple states and has Series 7, Series 10, Series 55, Series 63, Series 65, and Series 66 licenses. Kenneth has a variety of experience with different firms, including TD Ameritrade, Inc. and Wells Fargo Advisors, LLC. Kenneth offers a range of financial services including financial planning, pension consulting, and portfolio management.
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.
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.
See schedule d - miscellaneous
1
2
NC
12/04/2023 - Present
Edward Jones (MOCKSVILLE NC)
NC
02/26/2018 - 03/24/2022
TD AMERITRADE, INC. (WINSTON-SALEM NC)
NC
06/07/2013 - 02/26/2018
SCOTTRADE, INC. (WINSTON-SALEM NC)
NC
06/15/2002 - 10/18/2011
WELLS FARGO ADVISORS, LLC (WINSTON-SALEM NC)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
06/16/1993 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
MN
04/02/1993 - 06/15/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/02/1993 - 06/15/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/25/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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