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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Williams is a financial advisor with over 40 years of experience in the financial services industry. Kenneth is currently registered with Cetera Investment Advisers LLC and has previously been registered with Associated Securities Corp, Titan Capital Corporation, Financial Planners Equity Corporation, and Private Ledger Financial Services, Incorporated. Kenneth specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Kenneth is a Certified Financial Planner and holds several licenses and registrations including Series 7, Series 24, and Series 63. Kenneth is dedicated to helping clients 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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN JUAN CAPISTRANO CA)
CA
01/15/1986 - 04/02/2008
ASSOCIATED SECURITIES CORP. (SAN JUAN CAPISTRANO CA)
NA
09/29/1982 - 01/22/1986
TITAN CAPITAL CORPORATION
NA
10/05/1979 - 10/06/1982
FINANCIAL PLANNERS EQUITY CORPORATION
NA
06/25/1979 - 09/20/1979
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
BC
Issued 1/4/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/14/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 6/11/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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