Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Lechner is a financial advisor with over 30 years of experience in the industry. Kenneth has held licenses in both Michigan and Texas since 2017. His current firm is Wells Fargo Clearing Services, LLC where he is a Registered Representative. Kenneth has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, a well-known financial institution. His professional designations include Certified Financial Planner. Kenneth holds a Series 63, Series 65, Series 7 and SIE licenses.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
02/22/2017 - Present
Wells Fargo Clearing Services, LLC (MIDLAND MI)
MI
12/20/1988 - 02/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAGINAW MI)
IA
Issued 02/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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