Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Shade is a registered representative with Sunbelt Securities, Inc. Kenneth has been in the industry since 1999. Kenneth has a variety of licenses and registrations, including Series 7, 66, 24, 4, 31, 99, 79, and 82. Kenneth is also a registered investment advisor representative in the state of Texas. Kenneth has worked for a number of firms, including Reef Securities, Inc., Chapwood Securities, Inc., Nobles & Richards, Inc., and Evolve Securities, Inc. Kenneth is a licensed principal for Sunbelt Securities.
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.
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.
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2
TX
09/05/2019 - Present
Sunbelt Securities, Inc. (PLANO TX)
TX
10/22/2020 - 06/30/2023
CHAPWOOD SECURITIES, INC. (Plano TX)
TX
11/18/2013 - 12/31/2020
REEF SECURITIES, INC. (RICHARDSON TX)
TX
01/13/2017 - 05/12/2017
NOBLES & RICHARDS, INC. (PLANO TX)
TX
02/10/2011 - 11/14/2013
SUNBELT SECURITIES, INC. (DALLAS TX)
TX
01/14/2011 - 11/12/2013
CHESTNUT EXPLORATION PARTNERS, INC. (RICHARDSON TX)
TX
02/01/2008 - 12/31/2010
EVOLVE SECURITIES, INC. (DALLAS TX)
TX
02/25/2009 - 03/30/2010
GENERATIONAL CAPITAL MARKETS INC. (DALLAS TX)
TX
07/07/2006 - 05/21/2008
AFS BROKERAGE, INC. (AUSTIN TX)
TX
03/11/2005 - 07/10/2006
AMERICAN LANDMARK SECURITIES, INC. (IRVING TX)
TX
10/19/2004 - 03/07/2005
MILKIE/FERGUSON INVESTMENTS, INC. (DALLAS TX)
TX
06/26/2000 - 09/16/2004
SWS FINANCIAL SERVICES (DALLAS TX)
NY
08/30/1999 - 07/19/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2000
Series 4 - Registered Options Principal Examination
BC
Issued 09/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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