Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Boyer is a financial advisor with over 20 years of experience in the industry. Kenneth is currently registered with Cetera Investment Advisers LLC and has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James Financial Services, Inc., Edward Jones and Linsco/Private Ledger Corp. Kenneth has a broad range of experience in financial planning, investment advice, and portfolio management. Kenneth holds Series 7, Series 63, and Series 65 licenses and is registered in 22 states. Kenneth is dedicated to providing clients with personalized financial guidance and helping them achieve their financial goals.
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.
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
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (FORT COLLINS CO)
NY
10/30/2003 - 04/05/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
06/03/2003 - 06/27/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
11/05/2001 - 05/29/2003
EDWARD JONES (ST. LOUIS MO)
SC
03/15/2000 - 11/06/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 05/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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